Hey folks -

 

Looks like some of the mutual funds from Fidelity and Vanguard got
consolidated into a single fund with existing names. Given that if I have
both funds in my book, what would be the best way to "consolidate" it? If
possible I like to preserve the old fund's pricing - hence all the gains,
etc., associated with it -- but I like to continue to get the correct report
using new names.

 

Any thoughts? Thanks.

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