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
VERIVeritone Inc Recent Activity Increased 136.13%	0.27%	$253,454 70,600 shares@ $3.59 avg price	Increased 136.13%
AVKAdvent Conv & Income Fd Recent Activity Increased 2.6%	0.26%	$242,765 20,678 shares@ $11.75 avg price	Increased 2.6%
PANWPalo Alto Networks Inc Recent Activity Increased 2%	0.22%	$209,182 612 shares@ $341.81 avg price	Increased 2%
TVGrupo Televisa S A B Recent Activity Increased 6.53%	0.07%	$62,720 24,500 shares@ $2.56 avg price	Increased 6.53%