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WR Wealth Planners’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

WR Wealth Planners’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
2022
Q4 		– Sell
-6,839
Closed -$332K – 542
2022
Q3 		$332K Sell
6,839
-238
-3% -$11.6K 0.23% 71
2022
Q2 		$344K Buy
+7,077
New +$345K 0.23% 72

Other funds holding VNLA

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WR Wealth Planners's VNLA Position: Q4 2022 in Review

WR Wealth Planners sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2022, closing a stake of 6,839 shares — an estimated $332K sold.

WR Wealth Planners first reported a position in VNLA in Q2 2022 and held it in 2 quarters. The position peaked at $344K in Q2 2022. 188 funds tracked by Wall St. Rank hold VNLA as of Q4 2022.

  • WR Wealth Planners reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 6,839 Janus Henderson Short Duration Income ETF shares in Q4 2022, an estimated $332K.
  • WR Wealth Planners first reported a position in Janus Henderson Short Duration Income ETF in Q2 2022 and held it in 2 quarters.
  • WR Wealth Planners's Janus Henderson Short Duration Income ETF position peaked at $344K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.