Vanguard website tax info YTD location?

[madsquopper]

Vanguard's website leaves a lot to be desired as opposed to Fidelity's. Trying to locate my spouse's "tax info year-to-date" page where it shows the capital gains, dividends, interest info like Fidelity does. Searched all over and can't find it. Do they even provide this? I suppose we could call but would rather do it myself.

Larry

 

[FLSUnFIRE]

YTD info is in the "Income Summary" section on my statements from Vanguard. Statements are available online.

 

[RunningBum]

Another way is to look at the Transaction history. Start at https://personal.vanguard.com/us/TPView or get to the same page from the Overview page by clicking "Balances and Holdings", then select Transaction History for your taxable account. Set the time period to YTD, and select the relevant transaction types.

Yet another way, probably better than my first, is to click on My Accounts, and under "Gains and Losses" click "Dividends and Capital Gains". Change the time period to 2022 year-to-date and you can see the info under both "Taxable" and "Distributions".