Mills Wealth Advisors LLC VANGUARD MUN BD FDS Transaction History

Mills Wealth Advisors LLC

  • $246 Billion
  • Q3 2025
Number of Shares
299,335
Previous 287,889 3.98%
Holding current value
$22.5 Billion
Previous $21.2 Billion 6.35%
% of portfolio
9.16%
Previous 9.71%

Shares

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