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 | 57,469 | $3,008 | — | — |
| Q3 2023 | 119,143 | $4,916 | — | — |
| Q2 2023 | 135,344 | $5,847 | — | — |
| Q1 2023 | 38,220 | $1,556 | — | — |