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 | 164,505 | $9,346 | — | — |
| Q3 2025 | 169,479 | $9,377 | — | — |
| Q2 2025 | 161,314 | $8,443 | — | — |
| Q1 2025 | 156,481 | $7,704 | — | — |
| Q4 2024 | 145,180 | $7,636 | — | — |
| Q3 2024 | 138,991 | $7,307 | — | — |
| Q2 2024 | 137,046 | $6,680 | — | — |
| Q1 2024 | 134,313 | $6,729 | — | — |
| Q4 2023 | 134,500 | $6,268 | — | — |
| Q3 2023 | 134,198 | $5,553 | — | — |
| Q2 2023 | 132,633 | $5,730 | — | — |