Financial Gravity Asset Management, Inc. VTRIX β€” VANGUARD INTERNATIONAL VALUE INV

Ownership history in Financial Gravity Asset Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported VANGUARD INTERNATIONAL VALUE INV (VTRIX) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows VTRIX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTRIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in VANGUARD INTERNATIONAL VALUE INV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VTRIX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Asset Management, Inc. held VTRIX β€” position size vs. price
% of Fund (quarterly)    VTRIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 86.0% +5.0% ❌ 41 -252 -86.0% 0.00% $2K 2025-11-14 $40.28
2025 Q1 ADDED β€” β€” β€” 293 +23 +8.5% 0.00% $12K 2025-04-30 $33.65
2024 Q2 UNCHANGED β€” β€” β€” 270 β€” 0% 0.00% $11K 2024-08-06 $31.41
2024 Q1 INITIATED β€” β€” β€” 270 β€” β€” 0.00% $11K 2024-05-13 $33.33

🏒 Other funds also holding VTRIX

As of 2026 Q1 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.03% FULTON BANK, N.A. 3Y 7Y 0.01%

FAQ About Financial Gravity Asset Management, Inc. and VTRIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Asset Management, Inc. reported owning VTRIX?

Financial Gravity Asset Management, Inc. reported VTRIX across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VTRIX position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for VTRIX was 0.00% in 2024 Q1.

What is the latest reported VTRIX position on this page?

The most recent filing on this page is 2025 Q3, when Financial Gravity Asset Management, Inc. reported 41 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this VTRIX ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly VTRIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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