Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2024 | 16,862 | $891 | — | — |
| Q2 2024 | 21,543 | $1,050 | — | — |
| Q1 2024 | 120,496 | $6,037 | — | — |
| Q3 2023 | 45,463 | $1,876 | — | — |
| Q1 2023 | 35,967 | $1 | — | — |
| Q3 2022 | 9,717 | $335 | — | — |
| Q1 2022 | 46,366 | $1,936 | — | — |
| Q4 2021 | 42,103 | $1,768 | — | — |
| Q1 2019 | 8,572 | $260 | — | — |