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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
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$7.162M
14,063 shares@ $509.27 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$4.675M
10,597 shares@ $441.17 avg price
BKNGBooking Holdings Inc
Recent Activity
Exited
0%
$1.321M
334 shares@ $3955.94 avg price
0674⤦Barclays Bank Plc
Recent Activity
Exited
0%
$1.297M
118,775 shares@ $10.92 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$1.141M
2,106 shares@ $541.93 avg price
CSCOCisco Sys Inc
Recent Activity
Exited
0%
$1.068M
22,473 shares@ $47.51 avg price
COMTIshares U S Etf Tr
Recent Activity
Exited
0%
$898,638
32,905 shares@ $27.32 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$884,090
36,975 shares@ $23.92 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$814,016
11,200 shares@ $72.68 avg price
MELIMercadolibre Inc
Recent Activity
Exited
0%
$657,360
400 shares@ $1643.4 avg price