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Mosaic Family Wealth’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Mosaic Family Wealth’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
2019
Q2 		– Sell
-311
Closed -$15K – 587
2019
Q1 		$15K Buy
+311
New +$15.3K 0.01% 462

Other funds holding VNLA

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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Mosaic Family Wealth's VNLA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q2 2019, closing a stake of 311 shares — an estimated $15K sold.

Mosaic Family Wealth first reported a position in VNLA in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 70 funds tracked by Wall St. Rank hold VNLA as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Janus Henderson Short Duration Income ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 311 Janus Henderson Short Duration Income ETF shares in Q2 2019, an estimated $15K.
  • Mosaic Family Wealth first reported a position in Janus Henderson Short Duration Income ETF in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Janus Henderson Short Duration Income ETF position peaked at $15K in Q1 2019.
  • 70 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.