VWWMG
DFS
Vermillion & White Wealth Management Group’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-369
| Closed | -$63K | – | 542 |
|
|
2025
Q1 | $63K | Hold |
369
| – | – | 0.05% | 109 |
|
|
2024
Q4 | $63.9K | Sell |
369
-369
| -50% | -$63.9K | 0.05% | 115 |
|
|
2024
Q3 | $104K | Hold |
738
| – | – | 0.08% | 83 |
|
|
2024
Q2 | $96.5K | Hold |
738
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $96.7K | Hold |
738
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $83K | Buy |
+738
| New | +$83K | 0.08% | 67 |
|