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Claudeclarity · read-only

You

What's my cost basis on VTI across all my brokerages?

Claude

clarity_holdings_search· read-only

You hold 142 shares of VTI across 3 accounts. Your blended cost basis is $218.04, with an unrealized gain of $4,812.

Fidelity Brokerage · 68 sh · avg $204.12 · acquired 2022–2024
Schwab IRA · 51 sh · avg $228.40 · acquired 2023–2025
Vanguard Roth · 23 sh · avg $231.96 · acquired 2024

Sources: clarity_holdings_search · clarity_lots_by_symbol(VTI) · 3 accounts · as of today, 9:14 AM

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Frequently Asked Questions

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