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Personal Finance (Not Investing) • Schwab - how to figure unrealized gains or losses?

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My account recently got moved from TD Ameritrade to Schwab, and I've mostly figured out how to use the website.

I have shares of VTI that I have bought over many years. There doesn't seem to be a way to find the cost basis (that's what they call it) for any particular lot. Supposing I wanted to sell enough shares so that I would show a capital gain of $10.000 - I'd like that information.

Is it available somewhere? I've looked and looked. They show realized gains and losses but I can't find unrealized.

Thanks for any help.

Statistics: Posted by auntie — Thu Jun 13, 2024 3:20 pm — Replies 4 — Views 337



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