by Krisan Marotta | Jun 20, 2014 | KBO, Reporting
Q. I’m not able to figure out why a yield does not show up on the Portfolio Statement for a particular Vanguard fund. The yield is about 4% and the report shows 0%. I checked the security data and have all the information in accurately. Can you help? A.Good...
by Krisan Marotta | Apr 17, 2014 | KBO, Reporting
Q.I ran a the Portfolio Performance Review for the last calendar year and the Income Report for the same year on the same portfolio. The total income on the performance report does not match the total income on the Income Report. What’s wrong with my data?...