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Page 3 - Vanguard Personalized Indexing News Today : Breaking News, Live Updates & Top Stories | Vimarsana

With Tax-Loss Harvesting Scans, Frequency Matters

The frequency at which a direct indexing portfolio is scanned for tax-loss harvesting opportunities matters.

Customize Portfolios in a Tax-Efficient Way Through Direct Indexing

Customize Portfolios in a Tax-Efficient Way Through Direct Indexing
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Tax-Loss Harvesting With Direct Indexing

Direct indexing can allow investors to do tax-loss harvesting with more precision as opposed to using investment vehicles like ETFs.

Be Your Own Portfolio Manager with Direct Indexing

Who Direct Indexing is Ideally For

With direct indexing gaining in popularity, Vanguard outlines four scenarios in which this strategy is appropriate for investors.

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