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 | 60 | $3 | — | — |
| Q3 2025 | 60 | $3 | — | — |
| Q2 2025 | 60 | $3 | — | — |
| Q1 2025 | 60 | $3 | — | — |
| Q3 2024 | 60 | $3 | — | — |
| Q2 2024 | 60 | $3 | — | — |
| Q1 2024 | 60 | $3 | — | — |
| Q4 2023 | 60 | $3 | — | — |
| Q3 2023 | 60 | $2 | — | — |
| Q2 2023 | 60 | $3 | — | — |
| Q1 2023 | 59 | $2 | — | — |
| Q1 2019 | 1,512 | $46 | — | — |
| Q4 2018 | 7,924 | $215 | — | — |
| Q3 2018 | 7,707 | $240 | — | — |