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 | 8,397 | $477 | — | — |
| Q2 2025 | 13,745 | $719 | — | — |
| Q1 2025 | 1,432 | $73 | — | — |
| Q4 2024 | 110 | $6 | — | — |
| Q3 2024 | 110 | $6 | — | — |
| Q2 2024 | 110 | $5 | — | — |
| Q1 2024 | 110 | $6 | — | — |
| Q4 2023 | 259 | $12 | — | — |
| Q3 2023 | 110 | $5 | — | — |
| Q2 2023 | 149 | $6 | — | — |
| Q4 2019 | 1,280 | $45 | — | — |
| Q3 2019 | 756 | $24 | — | — |