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

Birchcreek 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
2023 Q2	–	Sell	-5,216	Closed	-$249K	–	142
2023 Q1	$249K	Buy	+5,216	New	+$249K	0.2%	108

Other funds holding VNLA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $692M AUM 15.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Birchcreek Wealth Management's VNLA Position: Q2 2023 in Review

Birchcreek Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q2 2023, closing a stake of 5,216 shares — an estimated $249K sold.

Birchcreek Wealth Management first reported a position in VNLA in Q1 2023 and held it in 1 quarter. The position peaked at $249K in Q1 2023. 184 funds tracked by Wall St. Rank hold VNLA as of Q2 2023.

Birchcreek Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q2 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 5,216 Janus Henderson Short Duration Income ETF shares in Q2 2023, an estimated $249K.
Birchcreek Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q1 2023 and held it in 1 quarter.
Birchcreek Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $249K in Q1 2023.
184 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2023.

Based on Birchcreek Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.