Heartwood Wealth Advisors’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 | $268K | Sell |
5,155
-1,278
| -20% | -$66.5K | 0.03% | 158 |
|
|
2025
Q1 | $296K | Hold |
6,433
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $218K | Buy |
6,433
+36
| +0.6% | +$1.22K | 0.02% | 159 |
|
|
2024
Q3 | $255K | Hold |
6,397
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $217K | Hold |
6,397
| – | – | 0.03% | 164 |
|
|
2024
Q1 | $202K | Sell |
6,397
-1,500
| -19% | -$47.4K | 0.02% | 156 |
|
|
2023
Q4 | $245K | Buy |
7,897
+7
| +0.1% | +$217 | 0.03% | 120 |
|
|
2023
Q3 | $212K | Buy |
+7,890
| New | +$212K | 0.03% | 127 |
|
|
2022
Q3 | – | Sell |
-452,540
| Closed | -$12.4M | – | 113 |
|
|
2022
Q2 | $12.4M | Buy |
452,540
+5,991
| +1% | +$164K | 2.04% | 18 |
|
|
2022
Q1 | $17.1M | Buy |
446,549
+112,103
| +34% | +$4.3M | 2.55% | 15 |
|
|
2021
Q4 | $10.7M | Buy |
334,446
+8,980
| +3% | +$288K | 1.61% | 20 |
|
|
2021
Q3 | $9.59M | Buy |
+325,466
| New | +$9.59M | 1.49% | 21 |
|
|
2021
Q1 | – | Sell |
-9,990
| Closed | -$360K | – | 88 |
|
|
2020
Q4 | $360K | Buy |
9,990
+1,232
| +14% | +$44.4K | 0.06% | 63 |
|
|
2020
Q3 | $343K | Buy |
8,758
+1,168
| +15% | +$45.7K | 0.07% | 61 |
|
|
2020
Q2 | $278K | Buy |
+7,590
| New | +$278K | 0.06% | 62 |
|
|
2020
Q1 | – | Sell |
-6,866
| Closed | -$201K | – | 70 |
|
|
2019
Q4 | $201K | Buy |
+6,866
| New | +$201K | 0.04% | 84 |
|