Vanguard Transition - better way than to Remove Shares and then Add Shares?
Vanguard is updating their platform to incorporate mutual funds into brokerage accounts. This entails creating a new account in Vanguard and the transfer of the mutual funds to that account. Same number of shares and value different account number only. Quicken uses the remove and add shares transactions once you have established the new accounts in Quicken. The balances are correct but the history is lost. Your YTD gain, 12 month gain etc show N/A. So I ask is there a better way?