Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
59,474
Previous 56,464 5.33%
Holding current value
$4.5 Billion
Previous $4.25 Billion 5.86%
% of portfolio
2.06%
Previous 2.26%

Shares

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