Fidelity vlu factor etf shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $352k | 6.2k | 57.05 |
| 2023-12-31 | $327k | 6.2k | 53.00 |
| 2023-09-30 | $279k | 5.8k | 47.85 |
| 2023-06-30 | $287k | 5.8k | 49.10 |
| 2023-03-31 | $254k | 5.5k | 45.76 |
| 2022-12-31 | $243k | 5.5k | 43.85 |
| 2022-09-30 | $222k | 5.5k | 40.04 |
| 2022-06-30 | $239k | 5.5k | 43.10 |
| 2022-03-31 | $282k | 5.5k | 50.86 |
| 2021-12-31 | $289k | 5.5k | 52.12 |
| 2021-09-30 | $264k | 5.5k | 47.61 |
| 2021-06-30 | $267k | 5.6k | 48.00 |
| 2021-03-31 | $249k | 5.6k | 44.77 |
| 2020-12-31 | $226k | 5.6k | 40.63 |