No notification from my Vanguard FA before pulling $75k out of VTI?
Noticed this am that someone decided to pull funds from my VTI to buy BND and BNDX initiated yesterday. When I followed up, my FA is on vacation since last Friday? His backup said they were just trying to balance my assets at 65/35...even though my preferred asset mix is 70/30. Aren't they supposed to speak with you before making changes like this?
u/jrtexas — 13 days ago