Personal Investments • Tax loss harvesting - Betterment and Fidelity

Hello all, I have a weird situation where Betterment has some small TLH VTI -> ITOT and I regularly (biweekly) keep buying VTI in my Fidelity brokerage. My question is how should I go about doing the tax loss harvesting. I have like 30k in Betterment and a large portfolio in Fidelity

1. Do I need to look at the transactions date to harvest any losses
2. Completely ignore the TLH part
3. Any other suggestions?

Statistics: Posted by JD13 — Tue Dec 17, 2024 12:25 pm — Replies 0 — Views 5

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