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Michelson Medical Research Foundation’s Vanguard Real Estate ETF VNQ Stock Holding History

Michelson Medical Research Foundation’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-226,480
Closed -$18.7M – 23
2022
Q4 		$18.7M Buy
+226,480
New +$18.8M 12.1% 2

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Empower Advisory Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Michelson Medical Research Foundation's VNQ Position: Q1 2023 in Review

Michelson Medical Research Foundation sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 226,480 shares — an estimated $18.7M sold.

Michelson Medical Research Foundation first reported a position in VNQ in Q4 2022 and held it in 1 quarter. The position peaked at $18.7M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Michelson Medical Research Foundation reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Michelson Medical Research Foundation sold 226,480 Vanguard Real Estate ETF shares in Q1 2023, an estimated $18.7M.
  • Michelson Medical Research Foundation first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Michelson Medical Research Foundation's Vanguard Real Estate ETF position peaked at $18.7M in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Michelson Medical Research Foundation's 13F filing for Q1 2023, filed 15 May 2023.