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 | 408,444 | $23,204 | — | — |
| Q3 2025 | 399,756 | $22,119 | — | — |
| Q2 2025 | 386,944 | $20,253 | — | — |
| Q1 2025 | 370,016 | $18,897 | — | — |
| Q4 2024 | 348,660 | $17,830 | — | — |
| Q3 2024 | 314,976 | $16,650 | — | — |
| Q2 2024 | 307,564 | $14,991 | — | — |
| Q1 2024 | 288,839 | $14,471 | — | — |
| Q4 2023 | 282,020 | $13,151 | — | — |