SDWMA
Schneider Downs Wealth Management 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 | $742K | Hold |
14,249
| – | – | 0.11% | 77 |
|
|
2025
Q1 | $655K | Hold |
14,249
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $483K | Hold |
14,249
| – | – | 0.09% | 89 |
|
|
2024
Q3 | $567K | Hold |
14,249
| – | – | 0.12% | 77 |
|
|
2024
Q2 | $483K | Sell |
14,249
-1,442
| -9% | -$48.9K | 0.11% | 77 |
|
|
2024
Q1 | $496K | Hold |
15,691
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $487K | Hold |
15,691
| – | – | 0.13% | 70 |
|
|
2023
Q3 | $422K | Buy |
15,691
+5,057
| +48% | +$136K | 0.1% | 66 |
|
|
2023
Q2 | $320K | Hold |
10,634
| – | – | 0.07% | 84 |
|
|
2023
Q1 | $344K | Hold |
10,634
| – | – | 0.07% | 82 |
|
|
2022
Q4 | $305K | Buy |
+10,634
| New | +$305K | 0.07% | 89 |
|