Author Topic: Historical yields on VTSAX  (Read 6239 times)

Baylor3217

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Historical yields on VTSAX
« on: April 27, 2014, 03:01:30 PM »
VTSAX has paid a dividend since 2000. Is there a resource that shows the annual yield and price paid per share for each quarter and year?

For example, in September of last year, VTSAX paid about .209 per share which was up about 2 cents from the prior quarter.

It seems the historical yield has been about 1.8% but I haven't calculated a pure return based on real data.

stuckinmn

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Re: Historical yields on VTSAX
« Reply #1 on: April 27, 2014, 04:39:52 PM »
Not sure if the direct link will work, but if not go to yahoo finance, look up vtsax, click historical prices and then dividends only.  That will give you actual quarterly divs you'll have to back into yields.

http://finance.yahoo.com/q/hp?s=VTSAX&a=10&b=13&c=2000&d=03&e=27&f=2014&g=v

Baylor3217

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Re: Historical yields on VTSAX
« Reply #2 on: April 27, 2014, 07:15:12 PM »
Perfect. Thanks.

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Savvy Saver

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Re: Historical yields on VTSAX
« Reply #3 on: April 27, 2014, 07:30:17 PM »
The Vanguard site goes back 6 quarters to 12/18/12 https://personal.vanguard.com/us/funds/snapshot?FundId=0585&FundIntExt=INT#tab=4 and here's a nice chart of distributions since 1/12 https://research.sharebuilder.com/united/Mutual-Funds/Distributions?symbol=VTSAX That's about as far back as they go. I'm sure you could call up Vanguard and ask. they're usually very helpful.
[MOD EDIT: Spam link removed.]
« Last Edit: April 28, 2014, 08:18:08 AM by arebelspy »

wtjbatman

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Re: Historical yields on VTSAX
« Reply #4 on: April 27, 2014, 08:08:03 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

Baylor3217

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Re: Historical yields on VTSAX
« Reply #5 on: April 27, 2014, 08:27:42 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

I wouldn't wait until them and yes there are better dividend options. Even a 30 year bond would be better and potentially lower risk barring an insolvency but at that point, not much would matter.

Baylor3217

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Re: Historical yields on VTSAX
« Reply #6 on: April 27, 2014, 08:33:57 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

What is the fund symbol you're referring to? VHDYX yields about 2.75%

wtjbatman

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Re: Historical yields on VTSAX
« Reply #7 on: April 27, 2014, 08:53:12 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

What is the fund symbol you're referring to? VHDYX yields about 2.75%

What fund do you mean? If you're asking about higher yielding funds, yes I mean something like VHDYX/VYM (2.75%+), or DVY (3%+).

Baylor3217

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Re: Historical yields on VTSAX
« Reply #8 on: April 27, 2014, 10:21:56 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

What is the fund symbol you're referring to? VHDYX yields about 2.75%

What fund do you mean? If you're asking about higher yielding funds, yes I mean something like VHDYX/VYM (2.75%+), or DVY (3%+).

I thought you had a fund yielding 3.5% plus. You said "portfolio" though so maybe that's not any particular fund, but may include individual stocks, such as MO, which would pull the yield average up.

wtjbatman

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Re: Historical yields on VTSAX
« Reply #9 on: April 27, 2014, 11:08:22 PM »

The variance over the past decade on a per share distribution is pretty wide. Of course, FIREing when your VTSAX equals annual expenses would be a huge goal to achieve, but one that could be on the table if you want to work a little longer.

Are you talking about waiting until you are collecting enough in dividends to pay for your expenses? If you're going to retire based on dividend income alone, I wouldn't recommend being invested solely in a total stock market fund. You would definitely want higher yielding funds/stocks/REITs.

For example, my dividend growth portfolio yields around 3.50%.

What is the fund symbol you're referring to? VHDYX yields about 2.75%

What fund do you mean? If you're asking about higher yielding funds, yes I mean something like VHDYX/VYM (2.75%+), or DVY (3%+).

I thought you had a fund yielding 3.5% plus. You said "portfolio" though so maybe that's not any particular fund, but may include individual stocks, such as MO, which would pull the yield average up.

Yep, I meant my stock portfolio. I don't really put much money in funds (outside of my 401k), I invest primarily in dividend growth stocks.