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 | 142,176 | $1,850 | — | — |
| Q3 2025 | 138,664 | $1,795 | — | — |
| Q2 2025 | 132,856 | $1,738 | — | — |
| Q1 2025 | 129,936 | $1,621 | — | — |
| Q4 2024 | 87,889 | $1,148 | — | — |
| Q3 2024 | 21,544 | $1,139 | — | — |
| Q2 2024 | 21,455 | $1,046 | — | — |
| Q1 2024 | 20,676 | $1,029 | — | — |
| Q4 2023 | 20,307 | $947 | — | — |
| Q3 2023 | 19,711 | $813 | — | — |
| Q1 2023 | 16,716 | $1 | — | — |