How Do I Sell Stocks on Vanguard?

Vanguard will handle your orders based on its policies, but you should always keep an eye on your portfolio and investments. If you decide you want to sell some stocks, the Vanguard site makes it easy with its streamlined interface and easy-to-understand instructions. Follow the steps under the Selling section, and you'll be well on your way to putting together a solid strategy for your portfolio.

Before selling stocks on Vanguard, you need to know which account type to use and how to place an order. Here are the steps to check out if you want to learn how to sell stocks on Vanguard.

1. Create an Account

You need to create an account on the Vanguard website. You'll get a welcome email with instructions on how to set up your account.

2. Choose Your Account Type

The next step is to determine the best Vanguard broker for your needs. There are three main types of accounts.

Individual
Joint
IRA

You'll need to decide if you want a Traditional IRA or Roth IRA.

3. Add Funds

Once you select your options, click on Add Funds.

On the next screen, you'll have to enter your information.

Enter your name, address, phone number, email address and password. Click continue.

4. Sell Particular Stock

To sell particular stocks, you can:

Click on the name of the stock you want to sell.
Select how many shares you want to sell and when.

5. Enter the Number of Shares

Once you enter the number of shares you want to sell.

Select the Sell button.
You will then receive the option to confirm your stock sale by selecting Yes.

If you are unsure how many shares you should sell, the recommendation is to enter a small amount first and then increase it once your order is complete.

6. Select Settlement Date

You can choose a settlement date up to three business days after the trade date (the day you submit your order). For example, if you place an order to sell on Thursday, it will settle on Tuesday. You can also elect the settlement to be immediate or at a later date.

7. Review Your Selections

After you review your choices, click Next and then Continue. You can now review your fund's performance history. Make any necessary changes until you're satisfied with the outcome.

8. Enter PIN To Confirm the Order

Vanguard will place your order only after you have entered a valid PIN and all required fields are complete. Confirm it by entering your PIN (personal identification number) in the provided field.

9. Invest

After you confirm your order, it's time to invest. Click Invest and follow the prompts. You may have to verify your identity. Once you do, you'll be ready to start investing.

10. Email Confirmation

You will receive an email confirmation that Vanguard has placed your order. The email will contain links to the transaction details and your account statement, which you can view at any time on the Vanguard website Portal.

11. Monitor Your Investments

Vanguard offers several ways to monitor your investments. You can view your holdings, check your performance and even download reports.

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