Vanguard: new display this morning?

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linenfort
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Vanguard: new display this morning?

Post by linenfort » Wed Apr 25, 2018 10:26 am

Looks like some things are different, beginning with Account Overview.
There used to be a Recent Activity tab that showed all activity - trades, dividends, etc, over the past few todays, for all accounts, mixed together.

Now, it divides everything by account with the default set at month view.
As someone who manages other people's accounts, I'm not too crazy about it, but it's not a huge change.

Any other changes?

StrangePenguin
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Re: Vanguard: new display this morning?

Post by StrangePenguin » Wed Apr 25, 2018 10:46 am

I only logged in briefly this morning but I did notice the change.
It looked only a little different but I didn't like it.

It wasn't clear to me if it was a redesign or a glitch.

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ResearchMed
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Re: Vanguard: new display this morning?

Post by ResearchMed » Wed Apr 25, 2018 11:44 am

linenfort wrote:
Wed Apr 25, 2018 10:26 am
Looks like some things are different, beginning with Account Overview.
There used to be a Recent Activity tab that showed all activity - trades, dividends, etc, over the past few todays, for all accounts, mixed together.

Now, it divides everything by account with the default set at month view.
As someone who manages other people's accounts, I'm not too crazy about it, but it's not a huge change.

Any other changes?
It looks the same, at least for now.

That "recent activity" has always been another "tab", and still is.
Then, from a drop-down menu, we'd get "Balances" or "Performance" for each holding.

This is for an account with a 403b, in case that matters, and also an IRA, but no taxable monies.

Maybe we'll see something different soon?

RM
This signature is a placebo. You are in the control group.

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jhfenton
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Re: Vanguard: new display this morning?

Post by jhfenton » Wed Apr 25, 2018 11:54 am

ResearchMed wrote:
Wed Apr 25, 2018 11:44 am
It looks the same, at least for now.

That "recent activity" has always been another "tab", and still is.
Then, from a drop-down menu, we'd get "Balances" or "Performance" for each holding.

This is for an account with a 403b, in case that matters, and also an IRA, but no taxable monies.

Maybe we'll see something different soon?

RM
+1 It looks the same to me as it has for several months. It did change sometime last year.

My only complaint is an old one: the Balance Overview tab is simply never accurate. I have to click through to the Balances & Holdings page to see the accurate numbers.

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linenfort
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Re: Vanguard: new display this morning?

Post by linenfort » Wed Apr 25, 2018 12:12 pm

ResearchMed wrote:
Wed Apr 25, 2018 11:44 am

It looks the same, at least for now.

That "recent activity" has always been another "tab", and still is.
I don't have that tab as of this morning. :?

If I mouseover My Accounts, I still have that white pop-up with choices like Accounts Overview.
However, Accounts Overview now has the following tabs:

Balances | Holdings | Activity | Performance | Asset Mix

(I think Asset Mix was still labeled as a "Portfolio Watch" preview a few months ago).

I'll edit in a screenshot after coffee.

Image

And, a dropdown box next to each individual account:

Image

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jhfenton
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Re: Vanguard: new display this morning?

Post by jhfenton » Wed Apr 25, 2018 1:35 pm

linenfort wrote:
Wed Apr 25, 2018 12:12 pm
ResearchMed wrote:
Wed Apr 25, 2018 11:44 am

It looks the same, at least for now.

That "recent activity" has always been another "tab", and still is.
I don't have that tab as of this morning. :?
Ah. You're a guinea pig for a new layout. Mine hasn't changed yet.

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linenfort
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Re: Vanguard: new display this morning?

Post by linenfort » Wed Apr 25, 2018 3:01 pm

jhfenton wrote:
Wed Apr 25, 2018 1:35 pm
Ah. You're a guinea pig for a new layout. Mine hasn't changed yet.
jhfenton wrote:
Wed Apr 25, 2018 11:54 am
My only complaint is an old one: the Balance Overview tab is simply never accurate. I have to click through to the Balances & Holdings page to see the accurate numbers.
Well, that's one feature we both share. :wink:

geekpryde
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Re: Vanguard: new display this morning?

Post by geekpryde » Thu Apr 26, 2018 8:48 am

Mine was changed as of 4/25/2017, and I've been waiting for other people here to notice and mention it. I didnt realized it wasn't eveyone, and I'm one of the "lucky" ones. :wink:

I'm fine with the changes, except my company 401(k) no longer appears in my account list of balances. :?

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linenfort
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Re: Vanguard: new display this morning?

Post by linenfort » Fri Apr 27, 2018 2:49 pm

geekpryde wrote:
Thu Apr 26, 2018 8:48 am
I'm fine with the changes, except my company 401(k) no longer appears in my account list of balances. :?
Try the customization link and see if you can't put it back in there by checking a checkbox.

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Rob5TCP
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Re: Vanguard: new display this morning?

Post by Rob5TCP » Fri Apr 27, 2018 4:16 pm

I'm still the old look. I prefer the look your showing
it looks to be more concise.
Hopefully it will be rolled out to everyone soon.

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cfs
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Re: Vanguard: new display this morning?

Post by cfs » Fri Apr 27, 2018 6:05 pm

Change is GOOD.

However, same old look on my side, but I have no issues with the Vanguard website or their customers services.

Good luck, y gracias por leer ~cfs~
~ Member of the Active Retired Force since 2014 ~

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gtownsend
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Re: Vanguard: new display this morning?

Post by gtownsend » Fri Apr 27, 2018 6:24 pm

At least you got an overview page. When I logged in Monday morning, it gave me this instead of the overview:

Internal Server Error
The server encountered an internal error or misconfiguration and was unable to complete your request. Please contact the server administrator, webmaster and inform them of the time the error occurred, and anything you might have done that may have caused the error. More information about this error may be available in the server error log.

(Yes, I reported it, and the next day I got a message back to the effect that "something was messed up, and we have fixed it".)

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