Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q4 2025 | 59,441 | $3,377 | — | — |
| Q3 2025 | 62,393 | $3,452 | — | — |
| Q2 2025 | 70,624 | $3,696 | — | — |
| Q1 2025 | 66,881 | $3,416 | — | — |
| Q4 2024 | 56,284 | $2,878 | — | — |
| Q3 2024 | 57,803 | $3,055 | — | — |
| Q2 2024 | 59,117 | $2,881 | — | — |
| Q1 2024 | 49,488 | $2,479 | — | — |
| Q4 2023 | 50,873 | $2,372 | — | — |
| Q3 2023 | 49,829 | $2,056 | — | — |