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 | 135,205 | $7,681 | — | — |
| Q3 2025 | 101,052 | $5,591 | — | — |
| Q2 2025 | 94,615 | $4,952 | — | — |
| Q1 2025 | 81,619 | $4,168 | — | — |
| Q4 2024 | 51,815 | $2,650 | — | — |
| Q3 2024 | 51,007 | $2,696 | — | — |
| Q2 2024 | 49,460 | $2,411 | — | — |
| Q1 2024 | 32,241 | $1,615 | — | — |
| Q4 2023 | 21,160 | $987 | — | — |
| Q3 2023 | 22,353 | $922 | — | — |