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