Sorry I can't answer your question, but it sounds like a VG rep helped you out.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?
From a larger perspective, why do you want this data? Are you concerned about improving the tax-efficiency of your holdings? That linked Wiki topic might tell you what you need to consider in a general sense (e.g., try to hold 100% stocks in taxable and Roth accounts, while all your bonds and the balance of stocks are in tax-deferred).
Statistics: Posted by bonesly — Tue Sep 10, 2024 12:49 am — Replies 3 — Views 331