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 | 7,059 | $401 | — | — |
| Q3 2025 | 7,067 | $391 | — | — |
| Q2 2025 | 7,266 | $380 | — | — |
| Q1 2025 | 7,132 | $364 | — | — |
| Q4 2024 | 7,127 | $364 | — | — |
| Q3 2024 | 7,162 | $379 | — | — |
| Q2 2024 | 7,068 | $344 | — | — |
| Q1 2024 | 7,063 | $354 | — | — |
| Q4 2023 | 7,058 | $329 | — | — |
| Q3 2023 | 5,536 | $228 | — | — |
| Q2 2023 | 5,717 | $247 | — | — |
| Q1 2023 | 5,450 | $222 | — | — |
| Q4 2022 | 5,354 | $208 | — | — |
| Q4 2021 | 2,455 | $103 | — | — |