Personal Investments • Re: Selling VWIUX and VWLUX

I'm actively contributing to both of these funds, but you can't buy more of these at Fidelity without paying a significant fee.

what is the unrealized gain/loss on the holding?

It's a minimal gain IIRC.
It is a $1,000 capital loss.

That’s small potatoes. Sell them on Monday and buy VTEB.

I'd lose a TLH opportunity though, right?

No, you would not. VTEB is not a share class of either of your two mutual funds. It has different holdings, so no wash sale would be involved.

Why not sell them today?

Statistics: Posted by UpperNwGuy — Fri Jun 28, 2024 10:57 am

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