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
COINCoinbase Global Inc Recent Activity Exited	0%	$411,126 1,850 shares@ $222.24 avg price	Exited
SRPTSarepta Therapeutics Inc Recent Activity Exited	0%	$392,630 2,485 shares@ $158.0 avg price	Exited
GDXVaneck Etf Trust Recent Activity Exited	0%	$385,547 11,363 shares@ $33.94 avg price	Exited
RCLRoyal Caribbean Group Recent Activity Exited	0%	$326,832 2,050 shares@ $159.44 avg price	Exited
CRMSalesforce Inc Recent Activity Exited	0%	$321,547 1,251 shares@ $257.04 avg price	Exited
MROMarathon Oil Corp Recent Activity Exited	0%	$311,070 10,850 shares@ $28.68 avg price	Exited
AIGAmerican Intl Group Inc Recent Activity Exited	0%	$301,514 4,061 shares@ $74.25 avg price	Exited
RSPGInvesco Exchange Traded Fd T Recent Activity Exited	0%	$285,960 3,554 shares@ $80.47 avg price	Exited
MRKMerck & Co Inc Recent Activity Exited	0%	$285,761 2,308 shares@ $123.82 avg price	Exited
GSGoldman Sachs Group Inc Recent Activity Exited	0%	$247,179 546 shares@ $452.71 avg price	Exited