Congress Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Sell	236,147 -78,031	-25%	-$3.87M	0.12%	206
2025 Q1	$14.4M	Buy	314,178 +20,648	+7%	+$835K	0.17%	149
2024 Q4	$9.95M	Buy	293,530 +1,620	+0.6%	+$62.1K	0.14%	202
2024 Q3	$11.6M	Sell	291,910 -5,131	-2%	-$194K	0.15%	193
2024 Q2	$10.1M	Sell	297,041 -812	-0.3%	-$27.8K	0.16%	171
2024 Q1	$9.42M	Buy	297,853 +20,431	+7%	+$581K	0.16%	173
2023 Q4	$8.6M	Buy	277,422 +1,403	+0.5%	+$41.1K	0.16%	173
2023 Q3	$7.43M	Buy	276,019 +1,186	+0.4%	+$35K	0.15%	175
2023 Q2	$8.28M	Buy	274,833 +6,698	+2%	+$218K	0.19%	148
2023 Q1	$8.67M	Buy	268,135 +7,752	+3%	+$234K	0.21%	142
2022 Q4	$7.46M	Sell	260,383 -52,101	-17%	-$1.39M	0.19%	154
2022 Q3	$7.54M	Sell	312,484 -8,796	-3%	-$222K	0.2%	149
2022 Q2	$8.8M	Buy	321,280 +5,132	+2%	+$173K	0.22%	133
2022 Q1	$12.1M	Buy	316,148 +105,045	+50%	+$3.57M	0.27%	98
2021 Q4	$6.76M	Buy	+211,103	New	+$6.74M	0.14%	189