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 | 188,666 | $10,718 | — | — |
| Q3 2025 | 184,630 | $10,216 | — | — |
| Q2 2025 | 181,480 | $9,499 | — | — |
| Q1 2025 | 172,831 | $8,826 | — | — |
| Q4 2024 | 171,416 | $8,766 | — | — |
| Q3 2024 | 159,196 | $8,415 | — | — |
| Q2 2024 | 153,495 | $7,481 | — | — |
| Q1 2024 | 151,497 | $7,590 | — | — |
| Q4 2023 | 157,344 | $7,337 | — | — |
| Q3 2023 | 152,503 | $6,292 | — | — |
| Q2 2023 | 155,442 | $6,715 | — | — |
| Q1 2023 | 148,052 | $6,029 | — | — |
| Q4 2022 | 147,561 | $5,739 | — | — |
| Q3 2022 | 142,632 | $4,919 | — | — |
| Q2 2022 | 133,801 | $4,927 | — | — |
| Q1 2022 | 132,657 | $5,538 | — | — |
| Q4 2021 | 116,364 | $4,887 | — | — |
| Q3 2021 | 51,740 | $2,018 | — | — |
| Q2 2021 | 17,957 | $710 | — | — |