Mills Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

Mills Wealth Advisors LLC

398,281

Previous 387,849 2.69%

$31.2 Billion

Previous $30.1 Billion 3.79%

12.71%

Previous 13.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	N/A	10,432 Added 2.69%	398,281 $31.2 Billion
Q2 2025 Jul 30, 2025	BUY	N/A	71,442 Added 22.58%	387,849 $30.1 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	26,253 Added 9.05%	316,407 $24.5 Billion
Q4 2024 Feb 05, 2025	BUY	N/A	162,752 Added 127.75%	290,154 $22 Billion
Q3 2024 Oct 21, 2024	SELL	N/A	-42,167 Reduced 24.87%	127,402 $10.1 Billion
Q2 2024 Aug 08, 2024	BUY	N/A	102,563 Added 153.07%	169,569 $12.9 Billion
Q1 2024 Jul 03, 2024	BUY	N/A	61,089 Added 1032.43%	67,006 $5.13 Billion
Q4 2023 Jul 03, 2024	BUY	N/A	5,917 New	5,917 $458 Million

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