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 | 800 | $41 | — | — |
| Q1 2023 | 8,100 | $330 | — | — |
| Q4 2022 | 135,310 | $5,262 | — | — |
| Q3 2022 | 200,265 | $6,907 | — | — |
| Q2 2022 | 237,195 | $8,734 | — | — |
| Q1 2022 | 514,435 | $21,478 | — | — |
| Q4 2021 | 890,547 | $37,403 | — | — |
| Q3 2021 | 871,305 | $33,981 | — | — |
| Q2 2021 | 4,405,527 | $174,195 | — | — |
| Q1 2021 | 3,297,800 | $124,987 | — | — |