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 | 7,649 | $435 | — | — |
| Q3 2025 | 7,581 | $419 | — | — |
| Q2 2025 | 7,859 | $411 | — | — |
| Q1 2025 | 7,803 | $398 | — | — |
| Q4 2024 | 7,443 | $381 | — | — |
| Q3 2024 | 6,915 | $366 | — | — |
| Q2 2024 | 7,246 | $353 | — | — |
| Q1 2024 | 7,049 | $353 | — | — |
| Q4 2023 | 6,862 | $320 | — | — |
| Q3 2023 | 7,028 | $290 | — | — |
| Q2 2023 | 7,920 | $342 | — | — |
| Q1 2023 | 13,453 | $548 | — | — |
| Q4 2022 | 13,068 | $508 | — | — |
| Q3 2022 | 12,239 | $422 | — | — |
| Q2 2022 | 6,560 | $242 | — | — |