Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2024 | 12,873 | $627 | — | — |
| Q1 2024 | 12,849 | $644 | — | — |
| Q4 2023 | 12,828 | $598 | — | — |
| Q3 2023 | 12,807 | $528 | — | — |
| Q2 2023 | 13,312 | $575 | — | — |
| Q3 2021 | 12,378 | $488 | — | — |
| Q2 2021 | 8,444 | $334 | — | — |
| Q1 2021 | 8,444 | $320 | — | — |
| Q4 2020 | 8,444 | $290 | — | — |
| Q3 2020 | 8,444 | $255 | — | — |
| Q2 2020 | 9,304 | $270 | — | — |