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 | 5,248 | $277 | — | — |
| Q4 2023 | 10,823 | $504 | — | — |
| Q1 2023 | 34,369 | $1,381 | — | — |
| Q4 2022 | 32,877 | $1,279 | — | — |
| Q3 2021 | 13,156 | $513 | — | — |
| Q1 2021 | 5,802 | $220 | — | — |
| Q4 2019 | 531,004 | $18,537 | — | — |
| Q3 2019 | 36,381 | $1,163 | — | — |
| Q1 2019 | 8,485 | $257 | — | — |
| Q3 2018 | 18,412 | $573 | — | — |
| Q4 2017 | 192 | $6 | — | — |