WealthPLAN Partners’s VanEck Gold Miners ETF GDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-163,422	Closed	-$5.17M	–	311
2024 Q1	$5.17M	Buy	163,422 +3,470	+2%	+$98.6K	0.54%	59
2023 Q4	$4.96M	Buy	159,952 +64,968	+68%	+$1.9M	0.51%	61
2023 Q3	$2.56M	Buy	94,984 +55	+0.1%	+$1.62K	0.3%	89
2023 Q2	$2.86M	Sell	94,929 -5,353	-5%	-$174K	0.4%	71
2023 Q1	$3.24M	Buy	100,282 +5,064	+5%	+$153K	0.37%	72
2022 Q4	$2.82M	Buy	+95,218	New	+$2.55M	0.2%	100
2022 Q1	$2.46M	Buy	70,442 +4,794	+7%	+$163K	0.17%	108
2021 Q4	$1.99M	Buy	65,648 +2,290	+4%	+$73.1K	0.13%	121
2021 Q3	$1.99M	Buy	63,358 +2,857	+5%	+$93.1K	0.13%	122
2021 Q2	$1.98M	Buy	60,501 +15,172	+33%	+$554K	0.14%	110
2021 Q1	$1.6M	Buy	45,329 +33,804	+293%	+$1.15M	0.12%	115
2020 Q4	$390K	Buy	11,525 +211	+2%	+$7.88K	0.03%	240
2020 Q3	$424K	Buy	+11,314	New	+$461K	0.04%	214
2017 Q2	–	Sell	-1,545	Closed	-$36.3K	–	271
2017 Q1	$36.3K	Buy	+1,545	New	+$35.9K	0.13%	139
2016 Q3	$39.3K	Sell	1,682 -191	-10%	-$5.48K	0.01%	376
2016 Q2	$26K	Buy	+1,873	New	+$45K	﹤0.01%	1256
2015 Q4	$6.22K	Buy	+454	New	+$6.59K	﹤0.01%	1288