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 | 24,337 | $1,383 | — | — |
| Q3 2025 | 23,237 | $1,286 | — | — |
| Q2 2025 | 23,217 | $1,215 | — | — |
| Q1 2025 | 23,062 | $1,178 | — | — |
| Q4 2024 | 25,862 | $1,323 | — | — |
| Q3 2024 | 22,260 | $1,177 | — | — |
| Q2 2024 | 22,227 | $1,083 | — | — |
| Q1 2024 | 22,177 | $1,111 | — | — |
| Q4 2023 | 22,177 | $1,034 | — | — |
| Q3 2023 | 23,644 | $976 | — | — |
| Q2 2023 | 20,959 | $905 | — | — |
| Q1 2023 | 20,459 | $833 | — | — |
| Q4 2022 | 19,534 | $760 | — | — |