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

Masso Torrence 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 Q4	–	Sell	-4,379	Closed	-$212K	–	102
2022 Q3	$212K	Buy	4,379 +10	+0.2%	+$487	0.19%	82
2022 Q2	$212K	Buy	4,369 +7	+0.2%	+$342	0.19%	75
2022 Q1	$214K	Sell	4,362 -345	-7%	-$17K	0.17%	74
2021 Q4	$233K	Buy	+4,707	New	+$235K	0.16%	81

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Masso Torrence Wealth Management's VNLA Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2022, closing a stake of 4,379 shares — an estimated $212K sold.

Masso Torrence Wealth Management first reported a position in VNLA in Q4 2021 and held it in 4 quarters. The position peaked at $233K in Q4 2021. 187 funds tracked by Wall St. Rank hold VNLA as of Q4 2022.

Masso Torrence Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 4,379 Janus Henderson Short Duration Income ETF shares in Q4 2022, an estimated $212K.
Masso Torrence Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2021 and held it in 4 quarters.
Masso Torrence Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $233K in Q4 2021.
187 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.