Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
76,324
Previous 59,474 28.33%
Holding current value
$5.85 Billion
Previous $4.5 Billion 30.01%
% of portfolio
2.38%
Previous 2.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
N/A
16,850 Added 28.33%
76,324 $5.85 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
3,010 Added 5.33%
59,474 $4.5 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
45,857 Added 432.33%
56,464 $4.25 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
10,607 New
10,607 $794 Million
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