Altus Wealth Management’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Altus Wealth Management’s Portfolio VNLA Stock Details VNLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-23,751	Closed	-$1.15M	–	35
2022 Q3	$1.15M	Buy	23,751 +2	+0%	+$97	0.99%	12
2022 Q2	$1.16M	Buy	23,749 +775	+3%	+$37.8K	0.9%	13
2022 Q1	$1.13M	Sell	22,974 -9,681	-30%	-$477K	0.78%	15
2021 Q4	$1.62M	Buy	32,655 +372	+1%	+$18.6K	0.96%	13
2021 Q3	$1.62M	Sell	32,283 -532	-2%	-$26.7K	1.03%	12
2021 Q2	$1.65M	Buy	32,815 +1,051	+3%	+$52.8K	1.06%	15
2021 Q1	$1.59M	Buy	31,764 +2,958	+10%	+$149K	1.13%	15
2020 Q4	$1.45M	Buy	28,806 +2,355	+9%	+$119K	1.13%	12
2020 Q3	$1.33M	Buy	26,451 +3,490	+15%	+$176K	1.23%	10
2020 Q2	$1.15M	Sell	22,961 -46	-0.2%	-$2.29K	1.29%	9
2020 Q1	$1.13M	Buy	23,007 +931	+4%	+$46.3K	1.62%	10
2019 Q4	$1.09M	Buy	+22,076	New	+$1.1M	1.07%	13

Other funds holding VNLA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Altus Wealth Management's VNLA Position: Q4 2022 in Review

Altus Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2022, closing a stake of 23,751 shares — an estimated $1.15M sold.

Altus Wealth Management first reported a position in VNLA in Q4 2019 and held it in 12 quarters. The position peaked at $1.65M in Q2 2021. 188 funds tracked by Wall St. Rank hold VNLA as of Q4 2022.

Altus Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2022 after selling out during the quarter.
Altus Wealth Management sold 23,751 Janus Henderson Short Duration Income ETF shares in Q4 2022, an estimated $1.15M.
Altus Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2019 and held it in 12 quarters.
Altus Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $1.65M in Q2 2021.
188 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2022.

Based on Altus Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.