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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 89.24%
0.75%
$713,097
10,510 shares@ $67.85 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 18.87%
0.65%
$612,455
9,450 shares@ $64.82 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 41.76%
0.62%
$586,586
3,575 shares@ $164.08 avg price
DECKDeckers Outdoor Corp
Recent Activity
Increased 350%
0.61%
$574,020
3,600 shares@ $159.45 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 36.41%
0.6%
$562,130
13,400 shares@ $41.95 avg price
UECUranium Energy Corp
Recent Activity
Increased 439.29%
0.5%
$468,855
75,500 shares@ $6.21 avg price
FNDBSchwab Strategic Tr
Recent Activity
Increased 78.35%
0.47%
$438,162
6,226 shares@ $70.38 avg price
XAODXAbrdn Total Dynamic Dividend
Recent Activity
Increased 11.06%
0.36%
$340,318
37,398 shares@ $9.1 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.08%
0.31%
$287,691
1,392 shares@ $206.68 avg price
VVisa Inc
Recent Activity
Increased 5.97%
0.28%
$263,712
959 shares@ $274.99 avg price