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 2025 | 4,303 | $225 | — | — |
| Q1 2025 | 4,316 | $220 | — | — |
| Q4 2024 | 4,115 | $210 | — | — |
| Q3 2024 | 4,145 | $219 | — | — |
| Q2 2024 | 4,198 | $205 | — | — |
| Q1 2024 | 4,468 | $224 | — | — |
| Q4 2023 | 4,595 | $214 | — | — |
| Q1 2023 | 6,899 | $281 | — | — |
| Q4 2022 | 5,624 | $219 | — | — |
| Q2 2022 | 5,739 | $211 | — | — |
| Q1 2022 | 5,431 | $227,000 | — | — |