Mills Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Mills Wealth Advisors LLC

427,507

Previous 398,281 7.34%

$33.3 Billion

Previous $31.2 Billion 6.63%

13.13%

Previous 12.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	BUY	N/A	29,226 Added 7.34%	427,507 $33.3 Billion
Q3 2025 Oct 10, 2025	BUY	N/A	10,432 Added 2.69%	398,281 $31.2 Billion
Q2 2025 Jul 30, 2025	BUY	N/A	71,442 Added 22.58%	387,849 $30.1 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	26,253 Added 9.05%	316,407 $24.5 Billion
Q4 2024 Feb 05, 2025	BUY	N/A	162,752 Added 127.75%	290,154 $22 Billion

Q3 2024 Oct 21, 2024	SELL	N/A	-42,167 Reduced 24.87%	127,402 $10.1 Billion
Q2 2024 Aug 08, 2024	BUY	N/A	102,563 Added 153.07%	169,569 $12.9 Billion
Q1 2024 Jul 03, 2024	BUY	N/A	61,089 Added 1032.43%	67,006 $5.13 Billion
Q4 2023 Jul 03, 2024	BUY	N/A	5,917 New	5,917 $458 Million

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Mills Wealth Advisors LLC with notifications on news.