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 | 7,151 | $406 | — | — |
| Q2 2025 | 5,527 | $289 | — | — |
| Q1 2025 | 5,382 | $275 | — | — |
| Q4 2024 | 5,879 | $301 | — | — |
| Q3 2024 | 6,023 | $318 | — | — |
| Q2 2024 | 6,498 | $317 | — | — |
| Q1 2024 | 6,375 | $319 | — | — |
| Q4 2023 | 6,493 | $303 | — | — |
| Q3 2023 | 5,606 | $231 | — | — |
| Q2 2023 | 60,622 | $2,619 | — | — |
| Q1 2023 | 47,008 | $1,914 | — | — |