American Economic Planning Group’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

American Economic Planning Group’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
2019 Q1	–	Sell	-4,634	Closed	-$227K	–	91
2018 Q4	$227K	Sell	4,634 -724	-14%	-$36.1K	0.07%	73
2018 Q3	$269K	Sell	5,358 -1,627	-23%	-$81.5K	0.1%	59
2018 Q2	$350K	Sell	6,985 -524	-7%	-$26.2K	0.13%	48
2018 Q1	$376K	Sell	7,509 -359	-5%	-$18K	0.14%	52
2017 Q4	$395K	Buy	+7,868	New	+$396K	0.15%	49

Other funds holding VNLA

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

OIA

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

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

American Economic Planning Group's VNLA Position: Q1 2019 in Review

American Economic Planning Group sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2019, closing a stake of 4,634 shares — an estimated $227K sold.

American Economic Planning Group first reported a position in VNLA in Q4 2017 and held it in 5 quarters. The position peaked at $395K in Q4 2017. 71 funds tracked by Wall St. Rank hold VNLA as of Q1 2019.

American Economic Planning Group reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2019 after selling out during the quarter.
American Economic Planning Group sold 4,634 Janus Henderson Short Duration Income ETF shares in Q1 2019, an estimated $227K.
American Economic Planning Group first reported a position in Janus Henderson Short Duration Income ETF in Q4 2017 and held it in 5 quarters.
American Economic Planning Group's Janus Henderson Short Duration Income ETF position peaked at $395K in Q4 2017.
71 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2019.

Based on American Economic Planning Group's 13F filing for Q1 2019, filed 15 May 2019.