Mills Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 7,441 shares of VTEB stock, worth $376,514. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,441

Previous 11,334 34.35%

Holding current value

$376,514

Previous $568 Million 33.02%

% of portfolio

0.26%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$49.93 - $51.15 $194,377 - $199,126	-3,893 Reduced 34.35%	7,441 $380 Million
Q2 2024 Aug 08, 2024	SELL	$49.55 - $50.44 $83,689 - $85,193	-1,689 Reduced 12.97%	11,334 $568 Million
Q1 2024 Jul 03, 2024	SELL	$50.36 - $51.06 $493,326 - $500,183	-9,796 Reduced 42.93%	13,023 $659 Million
Q4 2023 Jul 03, 2024	SELL	$47.36 - $51.14 $1.26 Million - $1.36 Million	-26,615 Reduced 53.84%	22,819 $1.16 Billion
Q3 2023 Jul 03, 2024	SELL	$48.03 - $50.5 $1.63 Million - $1.71 Million	-33,867 Reduced 40.66%	49,434 $2.38 Billion
Q2 2023 Jul 03, 2024	BUY	$49.5 - $51.06 $3,712 - $3,829	75 Added 0.09%	83,301 $4.18 Billion
Q1 2023 Jul 03, 2024	BUY	$49.32 - $51.02 $663,058 - $685,912	13,444 Added 19.27%	83,226 $4.22 Billion
Q4 2022 Jul 03, 2024	BUY	$47.5 - $50.06 $3.31 Million - $3.49 Million	69,782 New	69,782 $3.45 Billion

Others Institutions Holding VTEB

# of Institutions

1,175

Shares Held

508M

Call Options Held

39.6K

Put Options Held

85.7K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Account

Mills Wealth Advisors LLC Vanguard Mun Bd Fds Tax Exempt Transaction History