Archive for the 'Brokerage' Category

Review of VEIEX to VWO ETF conversion at VBS

Friday, April 18th, 2008

For various reasons already discussed (Should I convert…? and Is it worthwhile to pay the ETF conversion fee?), I recently converted my Vanguard Emerging Markets Index mutual fund holding (VEIEX) to the ETF class of the fund (VWO). The following is a review of the conversion process.
Prior to conversion
My VEIEX holding is in the taxable […]

My Last Words on Sogoinvest

Tuesday, April 15th, 2008

I transferred out from my Sogoinvest account, or Sogotrade as it is known now, last year. I was full of hope when I opened the account in 2006 but it didn’t turn out as well as I had wished. You can see some of the problems which I highlighted in my prior posts related […]

RMMXX no longer NTF at WellsTrade

Thursday, February 28th, 2008

In an earlier post, I noted that Russell’s Institutional Money Market Fund (RMMXX) is available as a NTF under WellsTrade’s free trade program.
Today, DaveTH posted an alert on the Boglehead’s forum:
Wells Fargo seems to have a real problem with paying decent returns on idle cash. Last July they switched from good money market cash sweep […]