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Vincent Polivka

@Vanguard Capital Wealth Advisors

Latest period2024 - Q3ReportedManaged Assets$95.093MTotal holdings116
Assets growth rate-35.69%Assets growth rate (2-Q avg)-15.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Vanguard Capital Wealth Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Vanguard Capital Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 95.093M in assets, with a quarterly growth rate of -35.69% and a 2-quarter average growth rate of -15.83%. The portfolio is managed by Vincent Polivka, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IYZIshares Tr
Recent Activity
New Position
0.82%
$777,814
30,792 shares@ $25.27 avg price
SCHASchwab Strategic Tr
Recent Activity
New Position
0.73%
$685,897
13,318 shares@ $51.51 avg price
BOATTidal Etf Tr
Recent Activity
New Position
0.62%
$583,735
16,433 shares@ $35.53 avg price
XOPSpdr Ser Tr
Recent Activity
New Position
0.52%
$493,208
3,750 shares@ $131.53 avg price
MTGMgic Invt Corp Wis
Recent Activity
New Position
0.48%
$447,989
17,500 shares@ $25.6 avg price
AGNCAgnc Invt Corp
Recent Activity
New Position
0.32%
$298,110
28,500 shares@ $10.46 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.31%
$291,294
2,796 shares@ $104.19 avg price
KIESpdr Ser Tr
Recent Activity
New Position
0.31%
$290,372
5,116 shares@ $56.76 avg price
VSTVistra Corp
Recent Activity
New Position
0.3%
$278,569
2,350 shares@ $118.54 avg price
AURAurora Innovation Inc
Recent Activity
New Position
0.29%
$266,400
45,000 shares@ $5.92 avg price