clean_raw_export: Cleans the raw Vanguard transaction history.

In akprasadan/scrape_vanguard_transactions: Process Vanguard's Transaction History

Description

Vanguard permits a user to download the transaction history for one or more of the accounts that user owns. This function removes the cash holdings and transactions between banks and the settlement fund. Only mutual funds (excluding money market accounts), ETFs, stocks, and bonds are tracked. Dividends and capital gains that get reinvested are also retained. But the transaction history records both the accumulation of the dividend and its reinvestment, so we retain only the reinvestment (recorded with a minus sign, like is done when buying a share of a stock).

Usage

clean_raw_export(filename)

Arguments

filename

A string corresponding to the filepath of the exported Vanguard data (.xlsx format).

Value

The cleaned transaction history tibble

akprasadan/scrape_vanguard_transactions documentation built on Feb. 21, 2022, 12:04 a.m.