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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | 51 | $628,616 | 400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB CHARLES CORP | COM | 52 | $612,680 | 10,900 | 0.00 | 0.00 | 7,200 | 194.59 | 12-31-2023 |
| DECKERS OUTDOOR CORP | COM | 53 | $601,587 | 900 | 0.00 | 0.00 | 200 | 28.57 | 12-31-2023 |
| BIOGEN INC | COM | 54 | $595,171 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
