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Personal Investments • Vanguard Personal Performance Dashboard Issue

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Yet again more Vanguard recent changes are not good and I am hoping they do another update to bring back the lost functionality. As an example you can no longer see how much you have made in dividends or capital gains when you pull up the screen for a year, or 3 or 10. There used to be a row at the bottom that totaled up but now its missing. Right now I am sitting with a calculator adding line by line and I can't see any other way to view total profits from a specific timeline.
The column "income returns" will show you the dividends, interest, and capital gains generated by your accounts’ assets for the selected time period. At the bottom of the column is the total... most times. For the 3-year and longer periods you will have to click the "show more" link. When you do that you will get a line for every month and a total at the bottom. For the 1-year, it just doesn't always come up. What seems to make the total line show up in the 1-year is if you go to the 3-year view, click the "show more" link and then change the time period back to one year. What more are you looking for?
Thanks for this help. I just went through the steps and yes for the 3 year I can see a total and its correct. The one year it is still blank. I logged out and tried again and this time the 1 year total shows but the same number as the 3 year! The 3rd attempt worked following your instructions. Clearly there is a SW bug right now that I hope they fix soon. I What I am looking for is to see my 1 year trailing dividends which used to be easy.

Statistics: Posted by whiterabbit66 — Thu Mar 07, 2024 4:35 am — Replies 6 — Views 718



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