Vanguard website: Activity through date?

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bene1
Posts: 113
Joined: Mon Jul 13, 2015 12:44 pm

Vanguard website: Activity through date?

Post by bene1 »

Hello. I have a Roth IRA at Vanguard. On the website, I'd like to see a summary of activity from January 1, 2020 to March 23, 2020. Looking for beginning balance, ending balance, contributions, investment returns. Similar to the Personal Performance page, but through a specific date. I can cobble some of these together from different pages, but the one that's got me stumped is investment returns through a specific date.

Can anyone share how to do this, or if possible? Thank you.
Topic Author
bene1
Posts: 113
Joined: Mon Jul 13, 2015 12:44 pm

Re: Vanguard website: Activity through date?

Post by bene1 »

Bump. Any way to know where my Vanguard portfolio stood on March 23?
rkhusky
Posts: 10206
Joined: Thu Aug 18, 2011 8:09 pm

Re: Vanguard website: Activity through date?

Post by rkhusky »

bene1 wrote: Wed Apr 01, 2020 4:11 pm Bump. Any way to know where my Vanguard portfolio stood on March 23?
You can use a function like IRR or XIRR in a spreadsheet to do it. You can search BH for people discussing them.
Makefile
Posts: 224
Joined: Fri Apr 22, 2016 11:03 pm

Re: Vanguard website: Activity through date?

Post by Makefile »

bene1 wrote: Wed Apr 01, 2020 7:35 am Hello. I have a Roth IRA at Vanguard. On the website, I'd like to see a summary of activity from January 1, 2020 to March 23, 2020. Looking for beginning balance, ending balance, contributions, investment returns. Similar to the Personal Performance page, but through a specific date. I can cobble some of these together from different pages, but the one that's got me stumped is investment returns through a specific date.

Can anyone share how to do this, or if possible? Thank you.
When I got to My Accounts -> Statements, there are three links right-aligned: Tax forms | Duplicate statements and transaction confirmations | More.

Clicking More, one of the options is an account valuation report or a transaction history report.

I'm guessing one of those two is what you are looking for.
sixty40
Posts: 288
Joined: Sat Dec 06, 2014 11:53 am

Re: Vanguard website: Activity through date?

Post by sixty40 »

bene1 wrote: Wed Apr 01, 2020 4:11 pm Bump. Any way to know where my Vanguard portfolio stood on March 23?
In the BALANCES AND HOLDINGS page, there are 3 tabs, the far right tab is BALANCES BY DATE. I use it all the time. The center tab allows you to compare your current YTD balance of each current holding to the beginning of the year.
Joe_R95
Posts: 45
Joined: Tue Dec 15, 2015 10:45 pm

Re: Vanguard website: Activity through date?

Post by Joe_R95 »

Personal performance page, just below the graph on the right there is a box that lets you choose the time frame. The default is "Since inception" click that then choose custom.
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