test

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
MSFTMicrosoft Corp
Recent Activity
Decreased -60.82%
1.47%
$1.393M
3,237 shares@ $430.3 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.82%
1.43%
$1.356M
3,466 shares@ $391.14 avg price
MSMorgan Stanley
Recent Activity
Decreased -21.53%
1.36%
$1.286M
12,336 shares@ $104.25 avg price
NFLXNetflix Inc
Recent Activity
Decreased -22.18%
1.27%
$1.206M
1,701 shares@ $709.27 avg price
AMATApplied Matls Inc
Recent Activity
Increased 15.66%
1.26%
$1.194M
5,910 shares@ $202.06 avg price
HDGEAdvisorshares Tr
Recent Activity
Decreased -16.1%
1.25%
$1.182M
63,183 shares@ $18.71 avg price
BABoeing Co
Recent Activity
Decreased -18.8%
1.23%
$1.165M
7,665 shares@ $152.04 avg price
TSLATesla Inc
Recent Activity
Decreased -78.95%
1.14%
$1.079M
4,124 shares@ $261.64 avg price
BACBank America Corp
Recent Activity
Decreased -57.01%
1.11%
$1.047M
26,386 shares@ $39.69 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 42.32%
1.07%
$1.015M
4,174 shares@ $243.06 avg price