Heartwood Wealth Advisors’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.8M	Sell	298,166 -223,806	-43%	-$29.2M	3.12%	9
2025 Q4	$59.4M	Sell	521,972 -2,978	-0.6%	-$308K	5.47%	3
2025 Q3	$52M	Sell	524,950 -124,556	-19%	-$9.57M	4.85%	4
2025 Q2	$43.9M	Buy	649,506 +3,669	+0.6%	+$232K	4.58%	5
2025 Q1	$36.9M	Sell	645,837 -92,552	-13%	-$4.67M	4.22%	5
2024 Q4	$31.6M	Buy	738,389 +4,369	+0.6%	+$212K	3.55%	9
2024 Q3	$35.8M	Buy	734,020 +3,975	+0.5%	+$183K	3.97%	6
2024 Q2	$30.7M	Buy	730,045 +3,755	+0.5%	+$160K	3.68%	9
2024 Q1	$28.1M	Buy	726,290 +73,743	+11%	+$2.55M	3.46%	9
2023 Q4	$24.7M	Buy	652,547 +10,975	+2%	+$387K	3.29%	8
2023 Q3	$20.7M	Buy	641,572 +10,004	+2%	+$355K	3.05%	8
2023 Q2	$22.5M	Buy	631,568 +9,828	+2%	+$382K	3.19%	8
2023 Q1	$24.6M	Buy	621,740 +15,091	+2%	+$557K	3.66%	8
2022 Q4	$21.6M	Sell	606,649 -15,913	-3%	-$524K	3.39%	8
2022 Q3	$18.3M	Buy	622,562 +612,461	+6,063%	+$19M	3.18%	12
2022 Q2	$323K	Buy	10,101 +117	+1%	+$4.82K	0.05%	93
2022 Q1	$468K	Buy	9,984 +1,975	+25%	+$84.9K	0.07%	77
2021 Q4	$336K	Sell	8,009 -1,612	-17%	-$69K	0.05%	82
2021 Q3	$369K	Sell	9,621 -249,084	-96%	-$10.7M	0.06%	70
2021 Q2	$12.1M	Buy	258,705 +250,716	+3,138%	+$12.7M	1.86%	19
2021 Q1	$360K	Sell	7,989 -3,134	-28%	-$154K	0.06%	64
2020 Q4	$603K	Sell	11,123 -90	-0.8%	-$4.88K	0.1%	46
2020 Q3	$621K	Buy	11,213 +814	+8%	+$46.9K	0.12%	39
2020 Q2	$516K	Buy	10,399 +396	+4%	+$16.8K	0.1%	40
2020 Q1	$281K	Buy	10,003 +1,252	+14%	+$47.6K	0.07%	54
2019 Q4	$370K	Buy	+8,751	New	+$334K	0.07%	63