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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
IAUIshares Gold Tr
Recent Activity
Increased 3.81%
3.63%
$3.445M
69,316 shares@ $49.71 avg price
SLVIshares Silver Tr
Recent Activity
Increased 76.28%
1.86%
$1.765M
62,137 shares@ $28.41 avg price
AVGOBroadcom Inc
Recent Activity
Increased 244.58%
1.76%
$1.666M
9,655 shares@ $172.51 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.82%
1.43%
$1.356M
3,466 shares@ $391.14 avg price
AMATApplied Matls Inc
Recent Activity
Increased 15.66%
1.26%
$1.194M
5,910 shares@ $202.06 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 42.32%
1.07%
$1.015M
4,174 shares@ $243.06 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 118.19%
0.99%
$940,943
11,708 shares@ $80.37 avg price
PSXPhillips 66
Recent Activity
Increased 5.02%
0.85%
$800,211
6,088 shares@ $131.45 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.58%
0.83%
$783,751
4,525 shares@ $173.21 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 84.21%
0.77%
$725,428
8,582 shares@ $84.53 avg price