I'm looking to do some TLH, specifically moving VXUS into VEA in my taxable. The idea is to move my international exposure in taxable into developed markets and then hold developing in tax deferred. Are VXUS and VEA good TLH partners?
And is there an easy way to see cost-basis for individual lots on the Vanguard website? I have gone into "holdings" and "gain/losses" screen, but it only shows my overall gain/loss by holding. There is no way I can find to drill down to see if I have losses on individual shares. I swear there was an easy way to do this at Schwab. Are Schwab or Fidelity better for this type of thing? This is the first issue I've run into with the VG website.
And is there an easy way to see cost-basis for individual lots on the Vanguard website? I have gone into "holdings" and "gain/losses" screen, but it only shows my overall gain/loss by holding. There is no way I can find to drill down to see if I have losses on individual shares. I swear there was an easy way to do this at Schwab. Are Schwab or Fidelity better for this type of thing? This is the first issue I've run into with the VG website.
Statistics: Posted by NYCaviator — Fri Mar 15, 2024 8:14 am — Replies 1 — Views 67