SFWC
Strategic Family Wealth Counselors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
65,477
-195
| -0.3% | -$9.59K | 0.92% | 33 |
|
|
2025
Q1 | $3.23M | Buy |
65,672
+8,530
| +15% | +$419K | 1.05% | 31 |
|
|
2024
Q4 | $2.79M | Sell |
57,142
-6,553
| -10% | -$321K | 0.91% | 35 |
|
|
2024
Q3 | $3.12M | Buy |
63,695
+2,720
| +4% | +$133K | 1.09% | 31 |
|
|
2024
Q2 | $2.96M | Buy |
60,975
+49
| +0.1% | +$2.38K | 1.13% | 30 |
|
|
2024
Q1 | $2.95M | Buy |
60,926
+5,189
| +9% | +$252K | 1.17% | 27 |
|
|
2023
Q4 | $2.69M | Sell |
55,737
-346
| -0.6% | -$16.7K | 1.13% | 28 |
|
|
2023
Q3 | $2.69M | Buy |
56,083
+3
| +0% | +$144 | 1.29% | 25 |
|
|
2023
Q2 | $2.68M | Sell |
56,080
-3,826
| -6% | -$183K | 1.23% | 25 |
|
|
2023
Q1 | $2.86M | Sell |
59,906
-1,702
| -3% | -$81.3K | 1.35% | 25 |
|
|
2022
Q4 | $2.92M | Sell |
61,608
-11,555
| -16% | -$548K | 1.45% | 25 |
|
|
2022
Q3 | $3.55M | Sell |
73,163
-2,712
| -4% | -$132K | 1.74% | 23 |
|
|
2022
Q2 | $3.69M | Sell |
75,875
-8,852
| -10% | -$430K | 1.77% | 22 |
|
|
2022
Q1 | $4.16M | Buy |
84,727
+8,365
| +11% | +$411K | 1.68% | 22 |
|
|
2021
Q4 | $3.78M | Sell |
76,362
-53,380
| -41% | -$2.65M | 1.21% | 25 |
|
|
2021
Q3 | $6.51M | Buy |
129,742
+5,143
| +4% | +$258K | 2.23% | 12 |
|
|
2021
Q2 | $6.26M | Buy |
124,599
+11,056
| +10% | +$555K | 2.05% | 13 |
|
|
2021
Q1 | $5.7M | Buy |
113,543
+41,604
| +58% | +$2.09M | 2.15% | 13 |
|
|
2020
Q4 | $3.63M | Buy |
71,939
+46,616
| +184% | +$2.35M | 1.87% | 17 |
|
|
2020
Q3 | $1.28M | Buy |
25,323
+691
| +3% | +$34.8K | 0.72% | 26 |
|
|
2020
Q2 | $1.24M | Buy |
24,632
+18
| +0.1% | +$905 | 0.78% | 28 |
|
|
2020
Q1 | $1.21M | Buy |
+24,614
| New | +$1.21M | 0.91% | 26 |
|