Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2025 | 233 | $12 | — | — |
| Q1 2025 | 4,382 | $224 | — | — |
| Q4 2024 | 4,342 | $222 | — | — |
| Q3 2024 | 4,324 | $229 | — | — |
| Q2 2024 | 4,324 | $211 | — | — |
| Q1 2024 | 5,062 | $254 | — | — |
| Q4 2023 | 5,020 | $234 | — | — |
| Q3 2023 | 4,975 | $205 | — | — |
| Q2 2023 | 4,242 | $183 | — | — |