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Berger Financial Group’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Berger Financial 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
2021
Q1 		– Sell
-4,798
Closed -$242K – 231
2020
Q4 		$242K Buy
+4,798
New +$242K 0.04% 180

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TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

Berger Financial Group's VNLA Position: Q1 2021 in Review

Berger Financial Group sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2021, closing a stake of 4,798 shares — an estimated $242K sold.

Berger Financial Group first reported a position in VNLA in Q4 2020 and held it in 1 quarter. The position peaked at $242K in Q4 2020. 180 funds tracked by Wall St. Rank hold VNLA as of Q1 2021.

  • Berger Financial Group reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 4,798 Janus Henderson Short Duration Income ETF shares in Q1 2021, an estimated $242K.
  • Berger Financial Group first reported a position in Janus Henderson Short Duration Income ETF in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Janus Henderson Short Duration Income ETF position peaked at $242K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.