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 | 69,200 | $3,534 | — | — |
| Q3 2024 | 55,400 | $2,928 | — | — |
| Q3 2022 | 77,800 | $2,683 | — | — |
| Q2 2022 | 136,230 | $5,016 | — | — |
| Q1 2022 | 152,965 | $6,386 | — | — |
| Q4 2021 | 112,288 | $4,716 | — | — |
| Q2 2021 | 75,277 | $2,976 | — | — |