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 2024 | 9,955 | $509 | — | — |
| Q3 2024 | 6,781 | $358 | — | — |
| Q2 2024 | 7,076 | $345 | — | — |
| Q1 2024 | 7,558 | $379 | — | — |
| Q4 2023 | 7,942 | $370 | — | — |
| Q3 2023 | 7,942 | $328 | — | — |
| Q2 2023 | 9,912 | $428 | — | — |
| Q1 2023 | 10,710 | $436 | — | — |
| Q4 2022 | 11,002 | $428 | — | — |
| Q3 2022 | 11,788 | $407 | — | — |
| Q2 2022 | 13,014 | $479 | — | — |
| Q4 2019 | 7,741 | $270 | — | — |