JWM
Jeppson Wealth Management’s VanEck Gold Miners ETF GDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
6,450
-50
| -0.8% | -$2.6K | 0.12% | 155 |
|
|
2025
Q1 | $299K | Sell |
6,500
-175
| -3% | -$8.05K | 0.11% | 156 |
|
|
2024
Q4 | $226K | Sell |
6,675
-300
| -4% | -$10.2K | 0.08% | 180 |
|
|
2024
Q3 | $278K | Hold |
6,975
| – | – | 0.1% | 163 |
|
|
2024
Q2 | $237K | Hold |
6,975
| – | – | 0.09% | 174 |
|
|
2024
Q1 | $221K | Sell |
6,975
-350
| -5% | -$11.1K | 0.09% | 185 |
|
|
2023
Q4 | $227K | Buy |
+7,325
| New | +$227K | 0.09% | 179 |
|
|
2023
Q3 | – | Sell |
-7,325
| Closed | -$221K | – | 190 |
|
|
2023
Q2 | $221K | Hold |
7,325
| – | – | 0.1% | 174 |
|
|
2023
Q1 | $237K | Hold |
7,325
| – | – | 0.1% | 174 |
|
|
2022
Q4 | $210K | Buy |
+7,325
| New | +$210K | 0.09% | 187 |
|
|
2022
Q3 | – | Sell |
-7,475
| Closed | -$205K | – | 199 |
|
|
2022
Q2 | $205K | Hold |
7,475
| – | – | 0.09% | 180 |
|
|
2022
Q1 | $286K | Hold |
7,475
| – | – | 0.13% | 133 |
|
|
2021
Q4 | $239K | Sell |
7,475
-250
| -3% | -$7.99K | 0.12% | 139 |
|
|
2021
Q3 | $227K | Buy |
7,725
+150
| +2% | +$4.41K | 0.12% | 137 |
|
|
2021
Q2 | $257K | Hold |
7,575
| – | – | 0.14% | 125 |
|
|
2021
Q1 | $246K | Buy |
7,575
+100
| +1% | +$3.25K | 0.15% | 124 |
|
|
2020
Q4 | $269K | Buy |
7,475
+300
| +4% | +$10.8K | 0.18% | 108 |
|
|
2020
Q3 | $281K | Buy |
+7,175
| New | +$281K | 0.22% | 93 |
|