True Link Financial Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

True Link Financial Advisors’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	-26,250	Closed	-$1.26M	–	106
2023 Q3	$1.26M	Hold	26,250	–	–	0.15%	42
2023 Q2	$1.25M	Hold	26,250	–	–	0.15%	42
2023 Q1	$1.25M	Hold	26,250	–	–	0.16%	47
2022 Q4	$1.24M	Hold	26,250	–	–	0.17%	44
2022 Q3	$1.27M	Hold	26,250	–	–	0.18%	47
2022 Q2	$1.28M	Hold	26,250	–	–	0.19%	52
2022 Q1	$1.29M	Hold	26,250	–	–	0.19%	49
2021 Q4	$1.3M	Sell	26,250 -500	-2%	-$25K	0.17%	62
2021 Q3	$1.34M	Buy	26,750 +13,750	+106%	+$690K	0.18%	58
2021 Q2	$653K	Buy	13,000 +5,000	+63%	+$251K	0.1%	71
2021 Q1	$401K	Buy	+8,000	New	+$403K	0.06%	124

Other funds holding VNLA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Texas Treasury Safekeeping Trust Company Austin, Texas $620M AUM 16.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

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