Probably the answer is no, but is it possible to easily obtain either YTD or quarterly info for accounts that are only mine, and include now merged mutual fund accounts?
There are a couple of ways to get some of this information easily but it is not quite what I want because
A) The mutual fund account information is no longer included. Holdings have been transferred to an existing brokerage account, making it seem that recent quarter return is much higher.
B) Accounts on which I am an agent are included. This seems especially stupid of Vanguard and also makes it appear that my taxable activity is much higher than is real.
In Portfolio Watch I can specify account groups but I haven't found a way to do so in taxable activity.
I think I can gather the information from monthly statements, assuming the MF account history is still accessible.
There are a couple of ways to get some of this information easily but it is not quite what I want because
A) The mutual fund account information is no longer included. Holdings have been transferred to an existing brokerage account, making it seem that recent quarter return is much higher.
B) Accounts on which I am an agent are included. This seems especially stupid of Vanguard and also makes it appear that my taxable activity is much higher than is real.
In Portfolio Watch I can specify account groups but I haven't found a way to do so in taxable activity.
I think I can gather the information from monthly statements, assuming the MF account history is still accessible.
Statistics: Posted by SpideyIndexer — Mon Sep 09, 2024 2:11 pm — Replies 2 — Views 182