Congress Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.3M | Sell |
236,147
-78,031
| -25% | -$4.06M | 0.12% | 206 |
|
2025
Q1 | $14.4M | Buy |
314,178
+20,648
| +7% | +$949K | 0.17% | 149 |
|
2024
Q4 | $9.95M | Buy |
293,530
+1,620
| +0.6% | +$54.9K | 0.14% | 202 |
|
2024
Q3 | $11.6M | Sell |
291,910
-5,131
| -2% | -$204K | 0.15% | 193 |
|
2024
Q2 | $10.1M | Sell |
297,041
-812
| -0.3% | -$27.6K | 0.16% | 171 |
|
2024
Q1 | $9.42M | Buy |
297,853
+20,431
| +7% | +$646K | 0.16% | 173 |
|
2023
Q4 | $8.6M | Buy |
277,422
+1,403
| +0.5% | +$43.5K | 0.16% | 173 |
|
2023
Q3 | $7.43M | Buy |
276,019
+1,186
| +0.4% | +$31.9K | 0.15% | 175 |
|
2023
Q2 | $8.28M | Buy |
274,833
+6,698
| +2% | +$202K | 0.19% | 148 |
|
2023
Q1 | $8.67M | Buy |
268,135
+7,752
| +3% | +$251K | 0.21% | 142 |
|
2022
Q4 | $7.46M | Sell |
260,383
-52,101
| -17% | -$1.49M | 0.19% | 154 |
|
2022
Q3 | $7.54M | Sell |
312,484
-8,796
| -3% | -$212K | 0.2% | 149 |
|
2022
Q2 | $8.8M | Buy |
321,280
+5,132
| +2% | +$141K | 0.22% | 133 |
|
2022
Q1 | $12.1M | Buy |
316,148
+105,045
| +50% | +$4.03M | 0.27% | 98 |
|
2021
Q4 | $6.76M | Buy |
+211,103
| New | +$6.76M | 0.13% | 188 |
|