Personal Investments • MF to ETF conversion - am I missing anything?

IIRC, the one time I converted a VG MF to an ETF they mucked up the cost basis. Everything wound up average cost basis instead of the spec lot basis I had and desired.

That's horrible.

I don't like ETFs. They're extra work to buy (bid/ask) and sell, and you end up with cash turds in your account because you can't invest whole amounts. Plus they trade throughout the day, so you're tempted to peek. Or I am.

OP: why are you converting?

Statistics: Posted by Claudia Whitten — Thu Mar 13, 2025 4:33 am — Replies 29 — Views 1848

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