Vanguard not reporting realized gains/losses since account "upgrade"
Now that all of my Vanguard funds have distributed their year end dividends and capital gains, I wanted to do a little tax forecasting.
That's when I noticed that my sale of Vanguard Energy Fund on 11/02 before my accounts were "upgraded" is not showing up in the quarterly tax summary of gains/losses.
In fact, no records of short/long term gains/losses of fund shares are showing up at all - all of those columns are zeroes. The only items showing up are dividend and capital gain distributions.
If I go to transaction history, the sale of that fund is shown. But the loss is not reflected in any of the other reports as would normally be expected. I've sent a message to my Vanguard rep to see what is going on but I'm curious if anyone else has observed this?
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ER'd 6/1/2014 @ age 53. Wow, is it already 2022?
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