Real ChatGPT answer · index seedTKCuVlET1aUcompleteFinance and banking · investing and brokeragescomparison
how does managing an inherited stock portfolio work at Fidelity compared to Vanguard regarding probate fees and capital gains tax withholding
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Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
how does managing an inherited stock portfolio work at Fidelity compared to Vanguard regarding probate fees and capital gains tax withholding
3 real searches · 1 real-search pass
Fidelity inherited brokerage account estate settlement fees transfer inherited stocks probate fees tax withholding capital gains cost basis officialGoogle ↗
OBSERVEDReason
Vanguard inherited brokerage account estate settlement fees probate transfer capital gains tax withholding cost basis officialGoogle ↗
OBSERVEDReason
IRS inherited property basis fair market value date of death capital gains withholding brokerage securitiesGoogle ↗
OBSERVEDReason
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (3)
Classes come from the query-classifier (a local Laya model). 3 of 3 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT3 real searches · gpt-6
Fidelity inherited brokerage account estate settlement fees transfer inherited stocks probate fees tax withholding capital gains cost basis official Google ↗
Vanguard inherited brokerage account estate settlement fees probate transfer capital gains tax withholding cost basis official Google ↗
IRS inherited property basis fair market value date of death capital gains withholding brokerage securities Google ↗
- Probate Tax · tax.virginia.gov
- Gifts & inheritances · irs.gov
- Publication 550 (2025), Investment Income and Expenses · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
Fidelity inherited brokerage account estate settlement fees transfer inherited stocks probate fees tax withholding capital gains cost basis official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
Vanguard inherited brokerage account estate settlement fees probate transfer capital gains tax withholding cost basis official OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
IRS inherited property basis fair market value date of death capital gains withholding brokerage securities OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 |