WA
Waverly 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 | $11M | Sell |
211,927
-90,983
| -30% | -$4.74M | 0.12% | 174 |
|
2025
Q1 | $13.9M | Sell |
302,910
-2,613
| -0.9% | -$120K | 0.17% | 129 |
|
2024
Q4 | $10.4M | Sell |
305,523
-6,505
| -2% | -$221K | 0.16% | 139 |
|
2024
Q3 | $12.4M | Sell |
312,028
-4,203
| -1% | -$167K | 0.23% | 91 |
|
2024
Q2 | $10.7M | Buy |
316,231
+364
| +0.1% | +$12.4K | 0.21% | 98 |
|
2024
Q1 | $9.99M | Buy |
+315,867
| New | +$9.99M | 0.24% | 83 |
|
2014
Q2 | – | Sell |
-1,260
| Closed | -$30K | – | 730 |
|
2014
Q1 | $30K | Buy |
+1,260
| New | +$30K | 0.01% | 271 |
|
2013
Q4 | – | Sell |
-1,594
| Closed | -$40K | – | 823 |
|
2013
Q3 | $40K | Buy |
+1,594
| New | +$40K | 0.02% | 280 |
|