It's fifo, there's no specific tax lot acats. So the only way to do this would be to create a new VG account and have VG move either a) the lots you want to transfer out, or b) the lots you don't want to transfer out
And then transfer from the appropriate account. Fractional shares will be liquidated and transferred as cash (or not), will not be transferred in kind.
A month and a half is more than enough time. WB will give you up to $75 or $100 in transfer fees (once for taxable, once for IRA)
And then transfer from the appropriate account. Fractional shares will be liquidated and transferred as cash (or not), will not be transferred in kind.
A month and a half is more than enough time. WB will give you up to $75 or $100 in transfer fees (once for taxable, once for IRA)
Statistics: Posted by nalor511 — Wed Feb 11, 2026 2:52 pm — Replies 2 — Views 34