Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Wellesley Admiral fund Realized Capital Gains
Old 04-17-2018, 10:07 PM   #1
Recycles dryer sheets
Join Date: Mar 2008
Posts: 391
Wellesley Admiral fund Realized Capital Gains

I noticed Wellesley admiral fund currently has a realized capital gains of $1.94. Is this normal for this time of year, and through out the year, Wellesly managers buy shares of other stocks to bring down the amount of realized capital gains?

Reason I ask, I am getting health care through the exchange, and my income needs to stay low. If the realized capital gains is paid out at end of year this high, I will be getting close to the ACH income threshold with the number of shares I own.

I could use help understanding how realized capital gains work.
DAYDREAMER is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Vanguard not reporting realized gains/losses since account "upgrade" Looking4Ward FIRE and Money 2 12-30-2015 08:31 AM
Fund End of Year Capital Gains Distribution Question Seattle FIRE and Money 23 12-05-2015 05:14 PM
Transfer A Vanguard Admiral Fund to Fidelity? ERD50 FIRE and Money 16 03-17-2015 03:08 PM
admiral fund, but no investor fund teejayevans FIRE and Money 0 02-11-2009 05:53 PM
Todays the day - $100k admiral fund conversions available cute fuzzy bunny FIRE and Money 3 05-11-2005 11:21 AM

» Quick Links

All times are GMT -6. The time now is 03:51 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2021, vBulletin Solutions, Inc.