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
BIDUBaidu Inc
Recent Activity
Exited
0%
$575,957
6,660 shares@ $86.49 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$562,223
12,651 shares@ $44.45 avg price
IOTSamsara Inc
Recent Activity
Exited
0%
$542,570
16,100 shares@ $33.7 avg price
BIIBBiogen Inc
Recent Activity
Exited
0%
$533,186
2,300 shares@ $231.82 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Exited
0%
$530,976
9,150 shares@ $58.04 avg price
SHOPShopify Inc
Recent Activity
Exited
0%
$468,955
7,100 shares@ $66.05 avg price
EBAYEbay Inc.
Recent Activity
Exited
0%
$464,147
8,640 shares@ $53.73 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Exited
0%
$459,828
1,200 shares@ $383.19 avg price
CCitigroup Inc
Recent Activity
Exited
0%
$449,671
7,087 shares@ $63.46 avg price
GRABGrab Holdings Limited
Recent Activity
Exited
0%
$435,033
122,544 shares@ $3.56 avg price