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Sagespring Wealth Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

Sagespring Wealth Partners’s Portfolio FVAL Stock Details FVAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
4,020
-6,665
-62% -$426K 0.01% 627
2025
Q1 		$637K Sell
10,685
-1,936,030
-99% -$115M 0.02% 335
2024
Q4 		$120M Buy
+1,946,715
New +$120M 3.16% 9