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Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
@mshiggins The issue is not the date so much. It is that when "All Securities" is the selection, it is treated as all securities in the account without regard to date. My test for this was …1 -
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
I agree with @Jim_Harman that the situation you are seeing with the All Securities selection is a bug. I will also point out that once the Remove Shares and Add Shares transactions are generated they…2 -
Re: Transferring Vanguard Individual Mutual Fund Accounts Into Single Brokerage Account
@robert@ If I am following your steps so far, you had a Quicken account for the mutual funds that was up-to-date with transactions even though the real world account transitioned to a brokerage accou…1 -
Re: What's the best way to record covered calls?
Caveat: I am not a covered call investor. Regarding the rename and two security aspects: Both securities have CUSIPs applied so for both of those that information came from the brokerage download. Th…1 -
Re: How do I properly record purchases of an employer retirement plan?
@CaliQkn Yes, one can make such a deposit, and I indicated so in my first reply in this thread. Doing so would allow the OP to track their deposits into the account. I do not see that as a required m…1
