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 | 24,758 | $1,406 | — | — |
| Q3 2025 | 26,258 | $1,453 | — | — |
| Q2 2025 | 29,266 | $1,532 | — | — |
| Q1 2025 | 29,739 | $1,519 | — | — |
| Q4 2024 | 32,880 | $1,681 | — | — |
| Q3 2024 | 32,693 | $1,728 | — | — |
| Q2 2024 | 35,369 | $1,724 | — | — |
| Q1 2024 | 52,269 | $2,619 | — | — |
| Q4 2023 | 52,373 | $2,442 | — | — |
| Q3 2023 | 52,156 | $2,152 | — | — |
| Q2 2023 | 51,950 | $2,244 | — | — |
| Q1 2023 | 52,508 | $2,138 | — | — |
| Q4 2022 | 50,738 | $1,973 | — | — |
| Q3 2022 | 50,541 | $1,743 | — | — |
| Q2 2022 | 51,042 | $1,879 | — | — |
| Q1 2022 | 52,723 | $2,201 | — | — |
| Q4 2021 | 52,558 | $2,207 | — | — |
| Q3 2021 | 60,627 | $2,364 | — | — |
| Q2 2021 | 158,848 | $6,281 | — | — |
| Q1 2021 | 153,274 | $5,809 | — | — |
| Q4 2020 | 109,086 | $3,751 | — | — |
| Q3 2020 | 108,395 | $3,274 | — | — |
| Q2 2020 | 110,873 | $3,213 | — | — |
| Q1 2020 | 109,539 | $2,830 | — | — |
| Q4 2019 | 92,283 | $3,222 | — | — |