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Plan was created by jill.hasleton on 9/27/2021.
Number of Followers: 2


COMMENTS plan comments help
comment plan jill.hasleton 9/27/2021 12:44:23 PM
VSAIX, VFTAX not available on kivalia

comment plan brian 9/28/2021 10:22:28 AM
Hi Jill - proxying VFTAX with VFTNX (slightly higher cost, same fund). VSAIX is not an asset that is trading...perhaps VSIAX (Vanguard Small Cap Value Admin)?

comment plan brian 9/28/2021 10:27:38 AM
Added VSIAX as well.

comment plan jill.hasleton 9/28/2021 12:24:31 PM
Yes. Thank you!

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TRANSACTIONS investment options help
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NameTickerActionDate 
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXwas added by brian9/28/2021Remove
Vanguard FTSE Social Index Admiral Shareswas added by brian9/28/2021Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas removed by brian9/28/2021
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by brian9/28/2021
Vanguard FTSE Social Index Admiral Shareswas removed by brian9/28/2021Remove
Vanguard FTSE Social Index Admiral Shareswas added by brian9/28/2021Remove
Vanguard FTSE Social Index Admiral Shareswas removed by brian9/28/2021Remove
Vanguard FTSE Social Index Admiral Shareswas added by brian9/28/2021Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by jill.hasleton9/27/2021Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by jill.hasleton9/27/2021Remove
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by jill.hasleton9/27/2021Remove
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXwas added by jill.hasleton9/27/2021Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by jill.hasleton9/27/2021Remove
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXwas added by jill.hasleton9/27/2021Remove
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by jill.hasleton9/27/2021Remove
Vanguard Materials Index Fund Admiral SharesVMIAXwas added by jill.hasleton9/27/2021Remove
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXwas added by jill.hasleton9/27/2021Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by jill.hasleton9/27/2021Remove
Vanguard Total International Bond Index Fund Admiral SharesVTABXwas added by jill.hasleton9/27/2021Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by jill.hasleton9/27/2021Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by jill.hasleton9/27/2021Remove
Vanguard Value Index Fund Admiral SharesVVIAXwas added by jill.hasleton9/27/2021Remove
US Cash / Money MarketUSCASHwas added by jill.hasleton9/27/2021Remove
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by jill.hasleton9/27/2021Remove
Vanguard Growth Index Fund Institutional SharesVIGIXwas added by jill.hasleton9/27/2021Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by jill.hasleton9/27/2021Remove
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