Vanguard not reporting realized gains/losses since account "upgrade"

[Looking4Ward]

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?

 

[Texas Proud]

Not sure where you are looking....

Sales do not show up in the dividend pages.... so if you see them, your sales are not there...

I see sales on the 'cost basis' page.... after I click on realized gains/loss....

 

[Looking4Ward]

Not sure where you are looking....

Sales do not show up in the dividend pages.... so if you see them, your sales are not there...

I see sales on the 'cost basis' page.... after I click on realized gains/loss....

Interesting. I'm looking at the Tax Summary | Quarterly Summary page. It has a column for "Sales of Securities", both "Short Term" and "Long Term". My page shows all $0's for the quarter.

Yet if I go to the Cost Basis | Realized Gain & Losses the values do show there.