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Fidelity Advisor Value I shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of Fidelity Advisor Value I (FVIFX) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in Fidelity Advisor Value I

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Advisor Value I held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Advisor Value I by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $35k 788 43.92
2025-09-30 $27k 728 37.19
2025-03-31 $24k 728 33.14

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Dimensional Etf Trust Us Equi Mark Etf (DFUS)
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Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Schwab Us Treasury Money Ultra Schwab Non-sweep Mmf (SUTXX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

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Top funds holding Fidelity Advisor Value I

Vermillion Wealth Management

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