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 | 292,297 | $16,605 | — | — |
| Q3 2025 | 278,418 | $15,405 | — | — |
| Q2 2025 | 266,962 | $13,973 | — | — |
| Q1 2025 | 249,252 | $12,729 | — | — |
| Q4 2024 | 246,170 | $12,589 | — | — |
| Q3 2024 | 233,602 | $12,348 | — | — |
| Q2 2024 | 232,129 | $11,314 | — | — |
| Q1 2024 | 226,369 | $11,341 | — | — |
| Q4 2023 | 221,940 | $10,349 | — | — |
| Q3 2023 | 218,333 | $9,008 | — | — |
| Q2 2023 | 198,839 | $8,590 | — | — |
| Q1 2023 | 193,857 | $7,894 | — | — |
| Q4 2022 | 189,531 | $7,371 | — | — |
| Q3 2022 | 211,751 | $7,304 | — | — |
| Q2 2022 | 111,103 | $7,194 | — | — |
| Q1 2022 | 214,840 | $8,579 | — | — |
| Q1 2020 | 109,225 | $2,822 | — | — |
| Q4 2019 | 96,364 | $3,364 | — | — |