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Sax Wealth Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

Sax Wealth Advisors’s Portfolio FVAL Stock Details FVAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.14M Buy
64,778
+5,576
+9% +$356K 0.25% 61
2025
Q1 		$3.53M Buy
59,202
+26,596
+82% +$1.58M 0.25% 59
2024
Q4 		$2.01M Buy
+32,606
New +$2.01M 0.16% 77