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Re: Portfolio X-Ray not working
In a now-archived post, I offered the information below: I was able to track this down to inclusion or exclusion of one specific security - a bond. It's ticker is not an exchange traded ticker, …1 -
Re: How Do I Account for a Share Distribution by MODIV, of GIPR?
I agree with @Tom Young that this sounds like a dividend and buy shares event. From the Dec 29, 2023 press release (emphasis added): Based on GIPR’s most recent closing price, the distribution of 0.2…1 -
Re: Help needed in setting up an IRA acct -
@Boatnmaniac et al. Your perspective on going directly to the online download has merit. From my perspective, starting in an off-line mode also has merit and I have recommended it in the past. My rat…2 -
Re: Investment Account Moves under a Trust
@r-e-l That is pretty much the path I used with transitioning my Vanguard accounts from Mutual Fund accounts to brokerage accounts. Since your trust accounts at your brokerage are new accounts there,…1 -
Re: Refresh Error After update on Grouping when In Dashboard/Portfolio
I have had the same irritation for years. @Quicken Kristina No, the issue is that when a portfolio view first displays with group by Security Type, the only Types presented are those with non-zero sh…2
