u/Snsokstan

Duplicate investments in Vanguard portfolios after "fixing" transactions not downloading

Duplicate investments in Vanguard portfolios after "fixing" transactions not downloading

A couple weeks ago I had problems with getting Vanguard accounts to download properly with transactions. I figured that out, but now I am getting two versions of several Vanguard investment as illustrated by the attachment. These are two that are exactly duplicated in number of shares, etc.

As you can see, the text of the duplicate accounts is slightly different. How do I figure which one is correct.

Now I'm not sure which one I need to remove. Is there a good way to figure this out?

https://preview.redd.it/u8mta0flx9bh1.jpg?width=1260&format=pjpg&auto=webp&s=a7f89916204e5ddb954ccd258b714c95a2361a93

https://preview.redd.it/iiijsxhcx9bh1.jpg?width=1294&format=pjpg&auto=webp&s=b266dc93323d57c5f684b28cedc1bc97df24537f

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u/Snsokstan — 1 day ago

Vanguard: some accounts will download transactions but others won't--why??

Vanguard Cust Svc didn't help with this.

I ahve several regular and retirement accounts at Vanguard. Quicken will fetch transactions from most of them but for two accounts, transactions do not come over.

Vanguard said to deactivate and reactivate. I did that but I got this message that Vanguard does not support transactions. Well, they do in some accounts. But in these two accounts, the detailed investment trackings is not an option.

The balances in Quicken match Vanguard's website.

Suggestions?

https://preview.redd.it/mqvorjjsr47h1.jpg?width=1048&format=pjpg&auto=webp&s=3c4b9781799a83ca0dea6ed66ce7905629a8bf3d

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u/Snsokstan — 22 days ago