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 | 370,675 | $21,058 | — | — |
| Q3 2025 | 375,486 | $20,776 | — | — |
| Q2 2025 | 370,454 | $19,390 | — | — |
| Q1 2025 | 369,061 | $18,848 | — | — |
| Q4 2024 | 327,421 | $16,764 | — | — |
| Q3 2024 | 272,233 | $14,390 | — | — |
| Q2 2024 | 255,439 | $12,450 | — | — |
| Q1 2024 | 257,183 | $12,885 | — | — |
| Q4 2023 | 237,200 | $11,184 | — | — |
| Q3 2023 | 197,493 | $8,149 | — | — |
| Q2 2023 | 185,074 | $7,995 | — | — |