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 | 117,348 | $6,667 | — | — |
| Q3 2025 | 115,399 | $6,385 | — | — |
| Q2 2025 | 107,243 | $5,613 | — | — |
| Q1 2025 | 122,300 | $6,246 | — | — |
| Q4 2024 | 113,098 | $5,784 | — | — |
| Q3 2024 | 99,790 | $4,864 | — | — |
| Q2 2024 | 99,790 | $4,864 | — | — |
| Q1 2024 | 88,591 | $4,317 | — | — |
| Q4 2023 | 20,775 | $969 | — | — |