Mills Wealth Advisors LLC VANGUARD INSTL INDEX FD Transaction History

Mills Wealth Advisors LLC

  • $254 Billion
  • Q4 2025
Number of Shares
28,406
Previous 97,625 70.9%
Holding current value
$2.14 Billion
Previous $7.38 Billion 70.97%
% of portfolio
0.85%
Previous 3.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
N/A
-69,219 Reduced 70.9%
28,406 $2.14 Billion
Q3 2025

Oct 10, 2025
BUY
N/A
85,059 Added 676.9%
97,625 $7.38 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
213 Added 1.72%
12,566 $949 Million
Q1 2025

Apr 29, 2025
BUY
N/A
12,353 New
12,353 $932 Million
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