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 | 33,141 | $1,883 | — | — |
| Q3 2025 | 21,577 | $1,194 | — | — |
| Q2 2025 | 10,297 | $539 | — | — |
| Q4 2024 | 7,718 | $393 | — | — |
| Q3 2024 | 5,104 | $270 | — | — |
| Q2 2024 | 1,771 | $86 | — | — |
| Q4 2023 | 206 | $10 | — | — |
| Q3 2023 | 10,889 | $449 | — | — |
| Q2 2023 | 206 | $9 | — | — |