The way I usually handle tax loss harvesting is to sell the stock fund and buy another stock fund that I already hold. If the replacement fund is down in 31 days, I can go back. If it is up in 31 days, I stay invested in that fund, and fix the imbalance with dividends and new money; I never have to sell the replacement fund. So I can sell AVDV and buy AVIV (small-cap versus large-cap developed markets value).Not sure what I would TLH AVUS into. I know AVUV has DFSV, but event they aren't completely 1:1.you can tax-loss harvest AXUS as well, so I am not sure what you mean by "the ability to TLH VTI ...."
Statistics: Posted by grabiner — Tue Mar 12, 2024 8:53 pm — Replies 25 — Views 5391