Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $254 Billion
  • Q4 2025
Number of Shares
337,461
Previous 299,335 12.74%
Holding current value
$25.5 Billion
Previous $22.5 Billion 13.22%
% of portfolio
10.06%
Previous 9.16%

Shares

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

Jan 27, 2026
BUY
N/A
38,126 Added 12.74%
337,461 $25.5 Billion
Q3 2025

Oct 10, 2025
BUY
N/A
11,446 Added 3.98%
299,335 $22.5 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
43,687 Added 17.89%
287,889 $21.2 Billion
Q1 2025

Apr 29, 2025
BUY
N/A
15,951 Added 6.99%
244,202 $18.1 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
228,251 New
228,251 $17 Billion
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