Montis Financial’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
$1.99M Sell
38,166
-100
-0.3% -$5.21K 0.55% 32
2025
Q1
$1.76M Hold
38,266
0.52% 34
2024
Q4
$1.3M Buy
38,266
+666
+2% +$22.6K 0.4% 43
2024
Q3
$1.5M Hold
37,600
0.53% 30
2024
Q2
$1.28M Sell
37,600
-3,500
-9% -$119K 0.58% 25
2024
Q1
$1.3M Buy
41,100
+2,450
+6% +$77.5K 0.62% 23
2023
Q4
$1.2M Sell
38,650
-2,000
-5% -$62K 0.71% 19
2023
Q3
$1.09M Buy
+40,650
New +$1.09M 0.73% 21