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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
VZVerizon Communications Inc
Recent Activity
Decreased -34.51%
0.42%
$397,692
8,855 shares@ $44.92 avg price
ONONOn Hldg Ag
Recent Activity
Decreased -60.7%
0.39%
$368,502
7,348 shares@ $50.15 avg price
CVXChevron Corp New
Recent Activity
Decreased -32.8%
0.37%
$347,263
2,358 shares@ $147.28 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -12%
0.36%
$341,484
6,600 shares@ $51.74 avg price
PFEPfizer Inc
Recent Activity
Decreased -15.6%
0.34%
$318,340
11,000 shares@ $28.94 avg price
DISDisney Walt Co
Recent Activity
Decreased -7.12%
0.33%
$312,200
3,246 shares@ $96.18 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -53.55%
0.33%
$310,044
1,903 shares@ $162.93 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -22.02%
0.33%
$304,627
655 shares@ $465.08 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -70.38%
0.32%
$301,755
340 shares@ $887.52 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -32.25%
0.32%
$301,317
6,036 shares@ $49.92 avg price