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 | 62,533 | $3 | — | — |
| Q1 2025 | 9,721 | $0 | — | — |
| Q1 2023 | 35,701 | $1 | — | — |
| Q2 2022 | 32,752 | $1,205 | — | — |
| Q3 2021 | 23,889 | $931 | — | — |
| Q1 2021 | 150,246 | $5,694 | — | — |
| Q2 2015 | 2,478 | $247 | — | — |