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Vanguard
LegacyOverview
Total portfolio value$165,000.00
Account label
Balance
Income+$2,340.00
Expenses−$96.00
Net+$2,244.00
Value trend
Dec 2024Nov 2025
Recent transactions
Dividend withholdingFeb 16, 2026−$84.00
ContributionFeb 16, 2026+$2,000.00
Expense ratioFeb 14, 2026−$96.00
DividendFeb 13, 2026+$612.00
TradeFeb 5, 2026+$3,400.00
Dividend withholdingJan 16, 2026−$84.00
DividendJan 13, 2026+$598.00
Trusted access
ActualLegacy
AR
Alex Reedfrom Digital accounts
KW
Karen Wellsfrom Brokers
Permission levels
No access– Contact cannot access this document
Knows– Knows this document exists
Can view– Can open and read the document
Full info– Gets all details and content
Actual vs. Legacy
Actual permissions apply right now, while you are active. Legacy permissions activate automatically if you stop responding to liveness checks – your vault is then unlocked and contacts gain access according to their legacy level. Inherited rows pick up their values from a parent folder or the vault; click any row to set an explicit override.