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?
ER'd 6/1/2014 @ age 53. AA=70/30, initial WR was 3.5% but now 5% until SS and lower expenses kick in.