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 | 134,291 | $7,629 | — | — |
| Q3 2025 | 131,070 | $7,252 | — | — |
| Q2 2025 | 126,822 | $6,638 | — | — |
| Q1 2025 | 128,414 | $6,558 | — | — |
| Q4 2024 | 103,081 | $5,272 | — | — |
| Q3 2024 | 99,743 | $5,272 | — | — |
| Q2 2024 | 96,417 | $4,699 | — | — |
| Q2 2020 | 9,855 | $286 | — | — |
| Q1 2020 | 14,615 | $378 | — | — |
| Q4 2019 | 14,500 | $506 | — | — |