Search found 4 matches

by fuquan
Tue Dec 25, 2018 3:41 pm
Forum: Personal Investments
Topic: Tax Loss Harvesting Partners to Avoid Wash Sale
Replies: 6
Views: 1094

Re: Tax Loss Harvesting Partners to Avoid Wash Sale

Any suggestions for what to move into if you get to the end of your US progression within 30 days (VTSAX > VLCAX > VFIAX) and want to TLH once more?
by fuquan
Mon Dec 24, 2018 9:15 am
Forum: Personal Investments
Topic: mutiple overlapping wash sales triggered by wife's roth
Replies: 2
Views: 671

Re: mutiple overlapping wash sales triggered by wife's roth

Thank you for that guidance, House Blend. All of the 20 oldest shares were almost a year old, so I will consider them fully washed out by the first TLH on Dec. 15, and take the full loss incurred by second TLH on Dec 20. :sharebeer
by fuquan
Fri Dec 21, 2018 10:24 am
Forum: Personal Investments
Topic: mutiple overlapping wash sales triggered by wife's roth
Replies: 2
Views: 671

mutiple overlapping wash sales triggered by wife's roth

I realize that there are many threads on wash sales, but every situation is so different and I have not found the answer to this question: In my ignorance of TLH / neglect to turn off auto investments, I created two overlapping wash sale events and don't know how to account for purchases that occur ...
by fuquan
Mon Dec 17, 2018 8:56 am
Forum: Personal Investments
Topic: ESGV and VSGX [Vanguard Environmental, Social, and corporate Governance]
Replies: 5
Views: 1187

Re: ESGV and VSGX [Vanguard Environmental, Social, and corporate Governance]

I have been curious about these funds as well. Long ago, when I was new to investing, I tried to go the SRI route but bailed due to high expenses and poor performance. ESGV and VSGX are priced at 0.12 and 0.15 respectively. Much more reasonable than other ESG/SRI options. The ex-Fossil Fuel part is ...