Vincent Polivka

@Vanguard Capital Wealth Advisors

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$95.093M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TSMTaiwan Semiconductor Mfg Ltd Recent Activity New Position	0.25%	$236,191 1,360 shares@ $173.67 avg price	New Position
QYLDGlobal X Fds Recent Activity New Position	0.25%	$233,080 12,920 shares@ $18.05 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.24%	$223,722 675 shares@ $331.44 avg price	New Position
ACGLArch Cap Group Ltd Recent Activity New Position	0.23%	$216,823 1,938 shares@ $111.88 avg price	New Position
IDAIdacorp Inc Recent Activity New Position	0.23%	$214,864 2,084 shares@ $103.11 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.22%	$200,468 1,237 shares@ $162.06 avg price	New Position
RYLDGlobal X Fds Recent Activity New Position	0.08%	$72,148 440,429 shares@ $0.17 avg price	New Position
0076⤦Advent Conv & Income Fd Recent Activity New Position	0.01%	$411 20,669 shares@ $0.02 avg price	New Position