Fidelity vlu factor etf shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Fidelity vlu factor etf
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Quarterly reported holdings in Fidelity vlu factor etf by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20k | 284 | 68.87 |
| 2025-06-30 | $2.7k | 42 | 63.64 |
| 2025-03-31 | $2.5k | 42 | 59.36 |
| 2024-12-31 | $2.6k | 42 | 61.29 |
| 2024-09-30 | $6.8k | 113 | 60.51 |
| 2024-06-30 | $1.4k | 25 | 57.60 |
| 2024-03-31 | $16k | 283 | 56.97 |
| 2023-12-31 | $15k | 283 | 52.96 |
| 2023-09-30 | $14k | 283 | 47.78 |
| 2023-06-30 | $14k | 283 | 49.03 |
| 2023-03-31 | $12k | 259 | 45.69 |
| 2022-12-31 | $11k | 244 | 45.08 |
| 2022-09-30 | $10k | 244 | 40.98 |
| 2022-06-30 | $19k | 432 | 43.98 |
| 2022-03-31 | $32k | 620 | 51.61 |
| 2021-12-31 | $15k | 295 | 50.85 |
| 2021-09-30 | $4.0k | 91 | 43.96 |
| 2021-06-30 | $4.0k | 84 | 47.62 |
| 2021-03-31 | $26k | 570 | 45.61 |