Home > Boards > US Listed > Banking and Finance > Rockwell Automation (ROK)

I wasn't familiar with VTGLX either. It's been

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
bar1080 Member Profile
 
Followed By 222
Posts 24,844
Boards Moderated 6
Alias Born 07/07/04
160x600 placeholder
Rockwell Automation to Report First Quarter Fiscal 2022 Results Business Wire - 1/13/2022 7:00:00 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 1/4/2022 5:16:18 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 1/4/2022 5:10:47 PM
Additional Proxy Soliciting Materials (definitive) (defa14a) Edgar (US Regulatory) - 12/22/2021 11:22:01 AM
Proxy Statement (definitive) (def 14a) Edgar (US Regulatory) - 12/22/2021 11:21:34 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/16/2021 5:53:25 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/16/2021 5:50:49 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 5:45:06 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 5:29:35 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 4:49:52 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 4:43:59 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 4:33:53 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/14/2021 4:25:42 PM
Claroty Announces Rockwell Automation as Co-leader of $400 Million Series E Funding PR Newswire (US) - 12/14/2021 1:38:00 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:49:26 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:46:36 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:41:45 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:39:29 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:35:21 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:30:44 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:29:03 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:23:57 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:16:19 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:13:53 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 12/9/2021 6:09:14 PM
bar1080   Saturday, 10/12/13 10:30:07 AM
Re: None
Post # of 643 
I wasn't familiar with VTGLX either. It's been around since 1994. It's a super low turnover large cap fund that has "never paid out any capital gains in its history."

"The Fund seeks to provide a tax-efficient investment return consisting of a moderate level of current income and long-term capital growth. The Fund purchases stocks included in the Standard & Poor's 500 Index, an index that is dominated by dividend-paying stocks of the largest U.S. companies."

"Yellen seems to be keenly aware of tax considerations. For her taxable account, she put up to $5 million in Vanguard Tax-Managed Growth & Income (VTGLX). The fund aims to limit taxes while roughly tracking the S&P 500. The portfolio manager uses a range of techniques to avoid taxes. In one approach, he sells losing stocks to book losses that can be used to offset gains. Because of the tax maneuvers, the fund runs the risk of lagging the benchmark. But the goal is to outperform conventional S&P 500 funds on an after-tax basis."



Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (1) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
X
Current Price
Change
Volume
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist
Consent Preferences