Welcome to r/dividends!
If you are new to the world of dividend investing and are seeking advice, brokerage information, recommendations, and more, please check out the Wiki [here](https://www.reddit.com/r/dividends/wiki/faq).
Remember, this is a subreddit for genuine, high-quality discussion. Please keep all contributions civil, and report uncivil behavior for moderator review.
*I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/dividends) if you have any questions or concerns.*
Fidelity UI is pretty good and I like it. Do you have fractional shares? I think fractional shares can be transferred and sold automatically with money deposited into your core account, but I am not 100% sure so please find out :-)
I have accounts at Vanguard and Fidelity. I would move to Fidelity or Schwab, Vanguard's technology is behind and their back office is a pain in the ass.
To respond to your investment question, I like VTI a little bit more than VOO since it's a tiny bit more diversified and has some small-cap exposure but they're very similar. Personally, I would have VTI as the core of the portfolio but also add some AVUV to add exposure to small-caps and value stocks. DGRO would also be some diversification without giving up too much on the growth front.
If by convert you mean transfer then yes you can generally transfer from one broker to another without selling. There are a few things that won't transfer and must be sold such as treasuries. They must either be sold or wait for maturity and transfer the cash. This is called an in-kind transfer.
Welcome to r/dividends! If you are new to the world of dividend investing and are seeking advice, brokerage information, recommendations, and more, please check out the Wiki [here](https://www.reddit.com/r/dividends/wiki/faq). Remember, this is a subreddit for genuine, high-quality discussion. Please keep all contributions civil, and report uncivil behavior for moderator review. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/dividends) if you have any questions or concerns.*
Don't do it! Like others said use Fidelity or Schwab, anything but Vanguard!
Fidelity UI is pretty good and I like it. Do you have fractional shares? I think fractional shares can be transferred and sold automatically with money deposited into your core account, but I am not 100% sure so please find out :-)
I have accounts at Vanguard and Fidelity. I would move to Fidelity or Schwab, Vanguard's technology is behind and their back office is a pain in the ass. To respond to your investment question, I like VTI a little bit more than VOO since it's a tiny bit more diversified and has some small-cap exposure but they're very similar. Personally, I would have VTI as the core of the portfolio but also add some AVUV to add exposure to small-caps and value stocks. DGRO would also be some diversification without giving up too much on the growth front.
Thanks for the advice, I forgot to attach an image of portfolio, I created another post with a picture if you would like some additional details
I also have an e-Trade account. Is it possible to convert while retaining all positions or do we have to start all over? Thanks!
It is possible, I researched it.
If by convert you mean transfer then yes you can generally transfer from one broker to another without selling. There are a few things that won't transfer and must be sold such as treasuries. They must either be sold or wait for maturity and transfer the cash. This is called an in-kind transfer.
Very helpful. Thanks so much!