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 | 13,148 | $688 | — | — |
| Q1 2025 | 12,977 | $663 | — | — |
| Q4 2024 | 12,844 | $657 | — | — |
| Q3 2024 | 12,782 | $676 | — | — |
| Q2 2024 | 12,733 | $621 | — | — |
| Q1 2024 | 12,679 | $635 | — | — |
| Q4 2023 | 12,632 | $589 | — | — |
| Q3 2023 | 12,587 | $519 | — | — |
| Q2 2023 | 12,743 | $551 | — | — |
| Q1 2023 | 12,700 | $517 | — | — |
| Q4 2022 | 12,659 | $492 | — | — |
| Q3 2022 | 12,604 | $435 | — | — |
| Q2 2022 | 13,549 | $499 | — | — |
| Q1 2022 | 13,097 | $547 | — | — |
| Q4 2021 | 13,058 | $548 | — | — |
| Q3 2021 | 12,705 | $495 | — | — |