Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q1 2025 | 562 | $29 | — | — |
| Q3 2024 | 45 | $2 | — | — |
| Q2 2024 | 4,655 | $227 | — | — |
| Q2 2023 | 113 | $5 | — | — |
| Q1 2023 | 800 | $33 | — | — |
| Q4 2022 | 1,076 | $0 | — | — |