Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANGUARD CAPITAL WEALTH ADVISORS | 02-05-2024 | 12-31-2023 | 151 | 123,695,183 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | Liquidated | $0 | 0 | 0.00 | 1,295 | +Inf | 12-31-2023 | |
| COINBASE GLOBAL INC | COM CL A | 202 | $217,052 | 1,248 | 0.00 | 1,248 | +Inf | 12-31-2023 | |
| PIMCO INCOME STRATEGY FD II | COM | 203 | $216,900 | 30,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APPLIED MATLS INC | COM | 204 | $213,609 | 1,318 | 0.00 | 1,318 | +Inf | 12-31-2023 |
