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Beaumont Financial Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Beaumont Financial Advisors’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
2020
Q4 		– Sell
-5,016
Closed -$253K – 359
2020
Q3 		$253K Buy
+5,016
New +$253K 0.02% 280

Other funds holding VNLA

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TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Beaumont Financial Advisors's VNLA Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2020, closing a stake of 5,016 shares — an estimated $253K sold.

Beaumont Financial Advisors first reported a position in VNLA in Q3 2020 and held it in 1 quarter. The position peaked at $253K in Q3 2020. 168 funds tracked by Wall St. Rank hold VNLA as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,016 Janus Henderson Short Duration Income ETF shares in Q4 2020, an estimated $253K.
  • Beaumont Financial Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q3 2020 and held it in 1 quarter.
  • Beaumont Financial Advisors's Janus Henderson Short Duration Income ETF position peaked at $253K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.