Transfer securities among accounts
I have two accounts at Vanguard, a mutual fund account and a brokerage account. I plan to transfer all the securities in the mutual fund account to the brokerage account. From what I can tell from Qwin and a response from Rocket J Squirrel's (Bullwinkle's buddy!) response to a similar query the "share transfer between accounts" is the way to go. Following that approach, will all the lot details carry over in Q as there is more than 10 years of lot history for each fund in the mutual fund account that I would really like to preserve? Thank you, Community
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