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 | 443,852 | $25,215 | — | — |
| Q3 2025 | 426,657 | $23,607 | — | — |
| Q2 2025 | 423,743 | $22,179 | — | — |
| Q1 2025 | 411,334 | $21,007 | — | — |
| Q4 2024 | 457,321 | $23,387 | — | — |
| Q3 2024 | 449,354 | $23,753 | — | — |
| Q2 2024 | 436,212 | $21,261 | — | — |
| Q1 2024 | 414,971 | $20,790 | — | — |
| Q4 2023 | 29,348 | $1,368 | — | — |