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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$170.68 - $192.95 $18,433 - $20,838
108 Added 17.73%
717 $137 Million
Q2 2025

Jul 29, 2025

BUY
$134.25 - $172.52 $81,758 - $105,064
609 New
609 $105 Million

Others Institutions Holding VFMO

About VANGUARD WELLINGTON FD U S MOM


  • Ticker VFMO
  • Sector ETFs
  • Industry ETFs
More about VFMO
Track This Portfolio

Track Harbor Asset Planning, Inc. Portfolio

Follow Harbor Asset Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Asset Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbor Asset Planning, Inc. with notifications on news.