Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 10,929 | $558 | — | — |
| Q4 2024 | 10,905 | $558 | — | — |
| Q3 2024 | 10,859 | $574 | — | — |
| Q2 2024 | 10,823 | $528 | — | — |
| Q1 2024 | 10,783 | $540 | — | — |
| Q4 2023 | 10,748 | $501 | — | — |
| Q3 2023 | 10,715 | $442 | — | — |
| Q2 2023 | 8,607 | $372 | — | — |
| Q1 2023 | 8,605 | $350 | — | — |
| Q4 2022 | 8,603 | $0 | — | — |