Clearview Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-163	Closed	-$7.79K	–	628
2023 Q2	$7.79K	Sell	163 -100	-38%	-$4.77K	0.01%	391
2023 Q1	$12.6K	Sell	263 -235	-47%	-$11.2K	0.01%	331
2022 Q4	$23.6K	Sell	498 -400	-45%	-$19.4K	0.02%	229
2022 Q3	$44K	Sell	898 -230	-20%	-$11.2K	0.03%	179
2022 Q2	$55K	Sell	1,128 -735	-39%	-$35.9K	0.04%	176
2022 Q1	$91K	Sell	1,863 -2,905	-61%	-$143K	0.06%	145
2021 Q4	$236K	Sell	4,768 -2,853	-37%	-$142K	0.14%	103
2021 Q3	$382K	Sell	7,621 -10,513	-58%	-$527K	0.24%	79
2021 Q2	$911K	Sell	18,134 -18,778	-51%	-$943K	0.56%	41
2021 Q1	$1.85M	Buy	36,912 +4,862	+15%	+$245K	1.2%	18
2020 Q4	$1.62M	Buy	+32,050	New	+$1.62M	1.09%	22

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

SIA

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearview Wealth Advisors's VNLA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q3 2023, closing a stake of 163 shares — an estimated $7.79K sold.

Clearview Wealth Advisors first reported a position in VNLA in Q4 2020 and held it in 11 quarters. The position peaked at $1.85M in Q1 2021. 189 funds tracked by Wall St. Rank hold VNLA as of Q3 2023.

Clearview Wealth Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 163 Janus Henderson Short Duration Income ETF shares in Q3 2023, an estimated $7.79K.
Clearview Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $1.85M in Q1 2021.
189 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.