It appears that on Vanguard brokerage account statements, apparently starting with 9/30/2024, the estimated annual income and estimated yield have been dropped. The 7-days SEC yield still shows on the sweep account.
I'll miss these estimates, especially for current year tax planning in taxable accounts, but I never compared the actual income to theses estimates to determine whether this was a good idea, since i was iterating throughout the year.
Does anyone know of a good place to look these up on a regular basis for common Vanguard funds?
Has anyone noticed anything else missing on the statements?
The cover page of the statement says:
"We've recently made changes to our statements.
You may notice that some information previously
included no longer appears on your statement.
For the most up-to-date information and status
of your account, visit Vanguard.com or download
our mobile app."
But I've not stumbled across this missing information on the website or app.
I'll miss these estimates, especially for current year tax planning in taxable accounts, but I never compared the actual income to theses estimates to determine whether this was a good idea, since i was iterating throughout the year.
Does anyone know of a good place to look these up on a regular basis for common Vanguard funds?
Has anyone noticed anything else missing on the statements?
The cover page of the statement says:
"We've recently made changes to our statements.
You may notice that some information previously
included no longer appears on your statement.
For the most up-to-date information and status
of your account, visit Vanguard.com or download
our mobile app."
But I've not stumbled across this missing information on the website or app.
Statistics: Posted by ncdcpa — Thu Oct 03, 2024 9:48 pm — Replies 0 — Views 48