Mills Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Mills Wealth Advisors LLC

  • $254 Billion
  • Q4 2025
Number of Shares
18,146
Previous 11,124 63.12%
Holding current value
$1.39 Billion
Previous $853 Million 62.78%
% of portfolio
0.55%
Previous 0.35%

Shares

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

Jan 27, 2026
BUY
N/A
7,022 Added 63.12%
18,146 $1.39 Billion
Q3 2025

Oct 10, 2025
BUY
N/A
7,059 Added 173.65%
11,124 $853 Million
Q2 2025

Jul 30, 2025
BUY
N/A
4,065 New
4,065 $310 Million
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