Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $218 Billion
  • Q2 2025
Number of Shares
287,889
Previous 244,202 17.89%
Holding current value
$21.2 Billion
Previous $18.1 Billion 16.83%
% of portfolio
9.71%
Previous 9.63%

Shares

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