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 | 34,709 | $1,972 | — | — |
| Q3 2025 | 34,205 | $1,876 | — | — |
| Q2 2025 | 8,674 | $458 | — | — |
| Q1 2025 | 4,658 | $226 | — | — |
| Q4 2024 | 15,576 | $797 | — | — |
| Q3 2024 | 15,570 | $820 | — | — |
| Q1 2024 | 4,498 | $222 | — | — |
| Q4 2023 | 5,187 | $241 | — | — |
| Q3 2023 | 22,912 | $945 | — | — |
| Q2 2023 | 23,250 | $1,004 | — | — |
| Q4 2022 | 22,262 | $866 | — | — |