EP Wealth Advisors’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
65,234
+3,068
| +5% | +$160K | 0.02% | 319 |
|
|
2025
Q1 | $2.86M | Sell |
62,166
-503
| -0.8% | -$23.1K | 0.02% | 306 |
|
|
2024
Q4 | $2.13M | Sell |
62,669
-2,420
| -4% | -$82.1K | 0.02% | 348 |
|
|
2024
Q3 | $2.59M | Buy |
65,089
+4,435
| +7% | +$177K | 0.02% | 312 |
|
|
2024
Q2 | $2.06M | Sell |
60,654
-868
| -1% | -$29.5K | 0.02% | 278 |
|
|
2024
Q1 | $1.95M | Buy |
61,522
+700
| +1% | +$22.1K | 0.02% | 270 |
|
|
2023
Q4 | $1.89M | Sell |
60,822
-1,895
| -3% | -$58.8K | 0.02% | 267 |
|
|
2023
Q3 | $1.69M | Sell |
62,717
-759,832
| -92% | -$20.4M | 0.03% | 255 |
|
|
2023
Q2 | $2.14M | Buy |
+822,549
| New | +$2.14M | 0.03% | 227 |
|
|
2023
Q1 | – | Sell |
-16,249
| Closed | -$466K | – | 662 |
|
|
2022
Q4 | $466K | Buy |
+16,249
| New | +$466K | 0.01% | 391 |
|
|
2022
Q3 | – | Sell |
-15,549
| Closed | -$426K | – | 441 |
|
|
2022
Q2 | $426K | Sell |
15,549
-284
| -2% | -$7.78K | 0.01% | 404 |
|
|
2022
Q1 | $607K | Buy |
15,833
+2,284
| +17% | +$87.6K | 0.01% | 343 |
|
|
2021
Q4 | $434K | Buy |
13,549
+1,600
| +13% | +$51.3K | 0.01% | 386 |
|
|
2021
Q3 | $352K | Buy |
11,949
+250
| +2% | +$7.37K | 0.01% | 402 |
|
|
2021
Q2 | $398K | Sell |
11,699
-6,516
| -36% | -$222K | 0.01% | 382 |
|
|
2021
Q1 | $592K | Sell |
18,215
-720
| -4% | -$23.4K | 0.02% | 295 |
|
|
2020
Q4 | $682K | Buy |
18,935
+11,305
| +148% | +$407K | 0.02% | 225 |
|
|
2020
Q3 | $299K | Buy |
+7,630
| New | +$299K | 0.01% | 292 |
|
|
2020
Q2 | – | Sell |
-8,830
| Closed | -$203K | – | 281 |
|
|
2020
Q1 | $203K | Buy |
8,830
+1,100
| +14% | +$25.3K | 0.01% | 350 |
|
|
2019
Q4 | $226K | Buy |
+7,730
| New | +$226K | 0.01% | 372 |
|