tag:blogger.com,1999:blog-5465015914589377788.post6882361360791457330..comments2024-03-20T09:32:16.592-04:00Comments on Michael James on Money: A Strategy with Vanguard ETFsMichael Jameshttp://www.blogger.com/profile/10362529610470788243noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5465015914589377788.post-58136234357348529922011-11-11T13:22:21.861-05:002011-11-11T13:22:21.861-05:00@Mark: It sounds like we're on the same page....@Mark: It sounds like we're on the same page.<br /><br />@Kevin: Be careful of the superficial loss tax rules. I don't know if it would apply between XIU and VCE, but it's worth checking out before making any moves for purely tax reasons.Michael Jameshttps://www.blogger.com/profile/10362529610470788243noreply@blogger.comtag:blogger.com,1999:blog-5465015914589377788.post-38782975609942038702011-11-11T12:11:22.867-05:002011-11-11T12:11:22.867-05:00I have some XIU in a taxable account that has an u...I have some XIU in a taxable account that has an unrealized capital loss. Seems like I could lock in that loss by selling now and help justify the switch? I suppose that would just be offset by the (hopefully) larger vanguard gain when that was sold down the road. So perhaps not?Kevinnoreply@blogger.comtag:blogger.com,1999:blog-5465015914589377788.post-58973895673249078292011-11-10T18:49:50.368-05:002011-11-10T18:49:50.368-05:00I like that idea Michael, adding new $$ to Vanguar...I like that idea Michael, adding new $$ to Vanguard products. I've done that with other products.<br /><br />I won't be making a wholesale switch anytime soon, I can't justify selling hundreds of units of XIU for such a small difference in fees.My Own Advisorhttp://www.myownadvisor.canoreply@blogger.com