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

Laidlaw 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
2021 Q3	–	Sell	-7,127	Closed	-$358K	–	285
2021 Q2	$358K	Buy	7,127 +2,667	+60%	+$134K	0.09%	180
2021 Q1	$224K	Hold	4,460	–	–	0.08%	195
2020 Q4	$225K	Buy	+4,460	New	+$225K	0.05%	319

Other funds holding VNLA

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

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

TTSTC

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Laidlaw Wealth Management's VNLA Position: Q3 2021 in Review

Laidlaw Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q3 2021, closing a stake of 7,127 shares — an estimated $358K sold.

Laidlaw Wealth Management first reported a position in VNLA in Q4 2020 and held it in 3 quarters. The position peaked at $358K in Q2 2021. 177 funds tracked by Wall St. Rank hold VNLA as of Q3 2021.

Laidlaw Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q3 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 7,127 Janus Henderson Short Duration Income ETF shares in Q3 2021, an estimated $358K.
Laidlaw Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2020 and held it in 3 quarters.
Laidlaw Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $358K in Q2 2021.
177 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q3 2021.

Based on Laidlaw Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.