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

Tradition 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
2023 Q4	–	Sell	-145	Closed	-$7K	–	1373
2023 Q3	$7K	Hold	145	–	–	﹤0.01%	1108
2023 Q2	$7K	Buy	+145	New	+$6.92K	﹤0.01%	1138
2023 Q1	–	Sell	-333	Closed	-$16K	–	1318
2022 Q4	$16K	Buy	+333	New	+$16.1K	﹤0.01%	799
2021 Q2	–	Sell	-1,000	Closed	-$50K	–	1183
2021 Q1	$50K	Hold	1,000	–	–	0.01%	437
2020 Q4	$50K	Buy	+1,000	New	+$50.4K	0.01%	415

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RJA

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

SIA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tradition Wealth Management's VNLA Position: Q4 2023 in Review

Tradition Wealth Management sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2023, closing a stake of 145 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in VNLA in Q4 2020 and held it in 5 quarters. The position peaked at $50K in Q1 2021. 195 funds tracked by Wall St. Rank hold VNLA as of Q4 2023.

Tradition Wealth Management reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 145 Janus Henderson Short Duration Income ETF shares in Q4 2023, an estimated $7K.
Tradition Wealth Management first reported a position in Janus Henderson Short Duration Income ETF in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's Janus Henderson Short Duration Income ETF position peaked at $50K in Q1 2021.
195 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.