MWA
VSDM

Mills Wealth Advisors’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.5M Buy
59,474
+3,010
+5% +$228K 2.06% 11
2025
Q1
$4.25M Buy
56,464
+45,857
+432% +$3.45M 2.26% 13
2024
Q4
$794K Buy
+10,607
New +$794K 0.45% 32