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

Loveless 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
2022 Q2	$771K	Sell	15,860 -350	-2%	-$17.1K	0.5%	65
2022 Q1	$796K	Buy	16,210 +565	+4%	+$27.8K	0.45%	68
2021 Q4	$775K	Buy	15,645 +125	+0.8%	+$6.24K	0.43%	75
2021 Q3	$779K	Buy	15,520 +1,100	+8%	+$55.2K	0.47%	69
2021 Q2	$724K	Buy	14,420 +2,000	+16%	+$100K	0.44%	73
2021 Q1	$623K	Buy	12,420 +1,600	+15%	+$80.5K	0.41%	74
2020 Q4	$546K	Buy	10,820 +800	+8%	+$40.4K	0.4%	75
2020 Q3	$505K	Buy	10,020 +5,465	+120%	+$275K	0.43%	71
2020 Q2	$229K	Buy	+4,555	New	+$227K	0.21%	101

Other funds holding VNLA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TTSTC

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Loveless Wealth Management's VNLA Position: Q2 2022 in Review

Loveless Wealth Management reduced its Janus Henderson Short Duration Income ETF (VNLA) stake by 2.2% in Q2 2022, selling an estimated $17.1K and leaving 15,860 shares worth $771K. The position accounts for 0.5% of the portfolio, ranked #65.

Loveless Wealth Management first reported a position in VNLA in Q2 2020 and has held it in 9 quarters since. The position peaked at $796K in Q1 2022. 176 funds tracked by Wall St. Rank hold VNLA as of Q2 2022.

Loveless Wealth Management held 15,860 shares of Janus Henderson Short Duration Income ETF worth $771K as of Q2 2022.
Loveless Wealth Management sold 350 Janus Henderson Short Duration Income ETF shares in Q2 2022, an estimated $17.1K.
Janus Henderson Short Duration Income ETF made up 0.5% of Loveless Wealth Management's portfolio in Q2 2022, its #65 holding.
Loveless Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q2 2020 and has held it in 9 quarters since.
Loveless Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $796K in Q1 2022.
176 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.