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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -20.54%
0.6%
$562,557
2,668 shares@ $210.86 avg price
BXBlackstone Inc
Recent Activity
Decreased -10.05%
0.58%
$548,205
3,580 shares@ $153.13 avg price
COPConocophillips
Recent Activity
Decreased -3.42%
0.56%
$531,664
5,050 shares@ $105.28 avg price
GGNGamco Global Gold Nat Res &
Recent Activity
Decreased -12.07%
0.56%
$527,050
123,143 shares@ $4.28 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -57.81%
0.53%
$499,269
4,259 shares@ $117.23 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -51.15%
0.5%
$474,099
2,788 shares@ $170.05 avg price
ORCLOracle Corp
Recent Activity
Decreased -65.45%
0.49%
$465,703
2,733 shares@ $170.4 avg price
IEFIshares Tr
Recent Activity
Decreased -9.38%
0.49%
$463,190
4,721 shares@ $98.12 avg price
SMFGSumitomo Mitsui Finl Group I
Recent Activity
Decreased -20.65%
0.49%
$461,512
36,541 shares@ $12.63 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -34.93%
0.45%
$419,688
3,457 shares@ $121.41 avg price