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Quicken Classic for Windows
Investing (Windows)
Quicken doesn't recognize Wellington Admiral Shares from Vanguard?
Mary OBrien
I have Vanguard as part of my One Step Update. Most of the data inserts properly but my shares in Wellington were converted to Wellington Admiral Shares (different fund). I get a Placeholder (argh!, I never know what to do with these) for the account showing Wellington and Wellington Admiral with the same number of shares transacted. When I click the holdings button everything appears correct. How can I make this stop?
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Ps56k2
Just to clarify - is this in a Vanguard legacy mutual fund only acct -
or - the migrated - Vanguard Brokerage acct -
and were the shares migrated over $50k
Wellington Investor - VWELX
Wellington ADM - VWENX
Mary OBrien
I think it is the second kind. Vanguard Brokerage acct. Shares over 50K which moved from Investor to Admiral last summer.
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