Vanguard has a tax center that provides all kinds of tax information.
https://advisors.vanguard.com/tax-cente ... end-income
VWELX - 2023 Year-end QDI figures for dividends - 45.45%
I have shares in Vanguard Wellesley Income fund going back to 1990. The fund is even less tax efficient than Wellington. The capital gains exposure is fairly high so I just continue to hold the fund and not worry about the taxes. I also enjoy following mutual funds that I have held for many years.
https://advisors.vanguard.com/tax-cente ... end-income
VWELX - 2023 Year-end QDI figures for dividends - 45.45%
I have shares in Vanguard Wellesley Income fund going back to 1990. The fund is even less tax efficient than Wellington. The capital gains exposure is fairly high so I just continue to hold the fund and not worry about the taxes. I also enjoy following mutual funds that I have held for many years.
Statistics: Posted by Electron — Sun Mar 03, 2024 5:47 pm — Replies 10 — Views 1733