Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TWM
TriaGen Wealth Management’s
Janus Henderson Short Duration Income ETF
VNLA
Stock Holding History
TriaGen Wealth Management’s Portfolio
VNLA Stock Details
VNLA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-5,399
Closed
-$259K
–
176
2023
Q3
$259K
Sell
5,399
-1,214
-18%
-$58.1K
0.13%
126
2023
Q2
$316K
Sell
6,613
-3,285
-33%
-$157K
0.14%
130
2023
Q1
$473K
Sell
9,898
-700
-7%
-$33.4K
0.24%
99
2022
Q4
$502K
Sell
10,598
-2,327
-18%
-$113K
0.28%
91
2022
Q3
$627K
Sell
12,925
-398
-3%
-$19.4K
0.35%
74
2022
Q2
$648K
Buy
13,323
+1,475
+12%
+$72K
0.46%
64
2022
Q1
$581K
Sell
11,848
-6,026
-34%
-$297K
0.3%
90
2021
Q4
$886K
Sell
17,874
-1,198
-6%
-$59.8K
0.44%
72
2021
Q3
$957K
Buy
19,072
+6,434
+51%
+$323K
0.52%
65
2021
Q2
$634K
Sell
12,638
-202
-2%
-$10.1K
0.33%
91
2021
Q1
$644K
Buy
12,840
+1,391
+12%
+$70K
0.37%
83
2020
Q4
$578K
Buy
+11,449
New
+$578K
0.34%
86
Other funds holding VNLA
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TTSTC
Texas Treasury Safekeeping Trust Company
Austin, Texas
$620M AUM
16.24%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
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
$472M AUM
9.63%
1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors
St. Petersburg, Florida
$75.1B AUM
31.89%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close