Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 580 | $30 | — | — |
| Q1 2025 | 580 | $30 | — | — |
| Q3 2021 | 298 | $12 | — | — |
| Q2 2021 | 3,397 | $134 | — | — |
| Q1 2021 | 100 | $4 | — | — |