Download Stock & Option Trades From Vanguard
- Log into your Vanguard account.
- Click on My Portfolio.
- Click on Accounts & Activity.
- Click on the link Download transactions on the right.
- Choose download option Download all funds into a single Quicken or Money account.
- Choose a desired date range.
- Choose your accounts.
- Choose Download spreadsheet.
- Save the download as a .csv file (e.g., ofxdownload.csv).