Harbor Asset Planning, Inc. Vanguard Wellington Fd U S Mom Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 717 shares of VFMO stock, worth $132,802. This represents 0.12% of its overall portfolio holdings.
Number of Shares
717
Previous 609
17.73%
Holding current value
$132,802
Previous $105 Million
30.76%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VFMO
# of Institutions
158Shares Held
3.41MCall Options Held
0Put Options Held
0-
Ritholtz Wealth Management628KShares$116 Million2.39% of portfolio
-
Great Valley Advisor Group, Inc.343KShares$63.6 Million1.47% of portfolio
-
Wells Fargo & Company San Francisco, CA301KShares$55.7 Million0.01% of portfolio
-
Strategic Financial Services, Inc, Utica, NY280KShares$51.9 Million2.72% of portfolio
-
Davidson Investment Advisors140KShares$25.9 Million1.19% of portfolio