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 | 650,462 | $36,953 | — | — |
| Q3 2025 | 545,944 | $30,207 | — | — |
| Q2 2025 | 1,106,745 | $57,927 | — | — |
| Q1 2025 | 792,404 | $40,468 | — | — |
| Q4 2024 | 714,732 | $36,551 | — | — |
| Q3 2024 | 117,925 | $6,233 | — | — |
| Q2 2024 | 118,313 | $5,767 | — | — |
| Q1 2024 | 109,597 | $5,491 | — | — |