Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2024 | 421,095 | $22,259 | — | — |
| Q2 2024 | 460,630 | $22,482 | — | — |
| Q1 2024 | 479,880 | $24,085 | — | — |
| Q4 2023 | 517,604 | $24,168 | — | — |
| Q3 2023 | 501,845 | $20,751 | — | — |
| Q2 2023 | 508,436 | $21,997 | — | — |
| Q2 2022 | 10 | $0 | — | — |