A Big List of Tax Loss Harvesting Partners

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Dr. Sangamitra Sadhu, the author of this comprehensive list of tax loss harvesting partners below, identifies potential mates for your current holdings and makes a strong case for pursuing multiple partners, which is not as scandalous as it seems.

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If you are not familiar with tax loss harvesting or would like to see step-by-step tutorials with screenshots, please review the posts below. When you’re looking for a replacement fund for the one you’re ready to sell, return here to find a ticker symbol that tickles your fancy.

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March Madness

In March 2020, thanks to the COVID-19 pandemic, markets crashed from their lofty gains of 11 years and slid into bear territory. I tax loss harvested (TLH hereon) $60,000 the first half of March. And the way it’s looking now, there may be some more coming before we are done with this. Let me break down how it played out for me:

On March 2nd, I had a little over $5000 in losses in my small cap value holding, VIOV (Vanguard S&P Small Cap600 ETF). I sold it and went to VBR (Vanguard Small Cap Value ETF)-which is my default holding. I had been out of it for the last few months due to a prior TLH session in 2019.

On March 9th, S&P500 slid 7%, markets went into a 15 minute time-out. I exchanged the VBR I bought the previous week and went into RZV (Rydex S&P Small Cap 600 ETF). I harvested a $9600 loss. Yet, there was more.

I had a $12,000 loss in my Total International holding IXUS (iShares Core MSCI Total International Stock ETF) and about a $1500 loss in VEA (Vanguard FTSE Developed Markets ETF). I sold them and went to VXUS (Vanguard Total Stock Market ETF).

I was in IXUS and VEA thanks to a prior TLH session back in August 2019. VXUS is my default position for Total International Stock Market. And I was hoping to stay in it. But markets tumbled a second time that week.

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