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 | 44,641 | $2,536 | — | — |
| Q3 2025 | 54,714 | $3,027 | — | — |
| Q2 2025 | 52,916 | $2,770 | — | — |
| Q1 2025 | 51,985 | $2,655 | — | — |
| Q4 2024 | 54,224 | $2,773 | — | — |
| Q3 2024 | 53,569 | $2,832 | — | — |
| Q2 2024 | 51,151 | $2,493 | — | — |
| Q1 2024 | 43,040 | $2,156 | — | — |
| Q4 2023 | 49,955 | $2,329 | — | — |
| Q3 2023 | 37,883 | $1,563 | — | — |
| Q2 2023 | 28,425 | $1,228 | — | — |
| Q1 2023 | 26,835 | $1,093 | — | — |
| Q4 2022 | 22,140 | $861 | — | — |
| Q3 2022 | 15,353 | $530 | — | — |
| Q2 2022 | 305 | $11 | — | — |
| Q4 2019 | 300 | $10 | — | — |