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 2025 | 39,221 | $2,228 | — | — |
| Q3 2025 | 12,655 | $700 | — | — |
| Q2 2025 | 5,665 | $297 | — | — |
| Q1 2025 | 7,852 | $401 | — | — |
| Q4 2024 | 3,967 | $203 | — | — |
| Q1 2022 | 5,340 | $223 | — | — |
| Q4 2021 | 5,668 | $238 | — | — |
| Q3 2021 | 5,668 | $221 | — | — |
| Q2 2021 | 5,921 | $234 | — | — |
| Q1 2021 | 8,850 | $335 | — | — |