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Personal Investments • A few newbie questions for Fidelity (taxable) users.

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I'm not concerned about 4 transactions per year on any holding, but I do have dividends land in the sweep account, and use the proceeds to make strategic purchases; i.e., rebalancing. In my case I have VG Total World (VT), VG Total Stock (VTI) and VG Total International (VXUS), and the dividends from all three are used to buy more VT every quarter, which is our core position in the account.
That's what I was thinking, regarding the cg/dividends. Strategic purchases. I suppose I was picturing monthly distributions initially, but aren't they usually twice a year if that?
VTI, VXUS, and FSKAX distribute every quarter, so 4 times a year. You can check the distribution history at the individual fund page

Statistics: Posted by i2cube — Sat Jun 22, 2024 11:03 pm — Replies 11 — Views 1240



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