Confirming that as I read a suggestion on here, you can call Vanguard and ask to have the statement setting set to year-to-date.
But, it does not work. All it does is reset the pages that compare the change in your account value to compare against the beginning of year value rather than the value as of the prior statement. You still only get one month of transaction detail. So, it just makes every statement work like the December one.
As to those who might roll their eyes at this whole concept, technically you're IRS-obligated to redundantly track your cost basis even with covered shares.
But, it does not work. All it does is reset the pages that compare the change in your account value to compare against the beginning of year value rather than the value as of the prior statement. You still only get one month of transaction detail. So, it just makes every statement work like the December one.
As to those who might roll their eyes at this whole concept, technically you're IRS-obligated to redundantly track your cost basis even with covered shares.
Statistics: Posted by Makefile — Mon Oct 06, 2025 5:35 pm — Replies 94 — Views 17326