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WCG Wealth Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

WCG Wealth 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
2024
Q1 		– Sell
-15,882
Closed -$767K – 309
2023
Q4 		$767K Buy
+15,882
New +$763K 0.06% 217

Other funds holding VNLA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
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
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
Renaissance Technologies
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWS
Buck Wealth Strategies Denver, Colorado $810M AUM 10.81% 1-Year Est. Return

WCG Wealth Advisors's VNLA Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q1 2024, closing a stake of 15,882 shares — an estimated $767K sold.

WCG Wealth Advisors first reported a position in VNLA in Q4 2023 and held it in 1 quarter. The position peaked at $767K in Q4 2023. 195 funds tracked by Wall St. Rank hold VNLA as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 15,882 Janus Henderson Short Duration Income ETF shares in Q1 2024, an estimated $767K.
  • WCG Wealth Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q4 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's Janus Henderson Short Duration Income ETF position peaked at $767K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.