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 | 3,824 | $224 | — | — |
| Q1 2025 | 314,080 | $16,038 | — | — |
| Q4 2024 | 11,375 | $582 | — | — |
| Q4 2023 | 272,230 | $12,694 | — | — |
| Q2 2022 | 575,793 | $21,201 | — | — |
| Q4 2021 | 403,100 | $16,928 | — | — |
| Q3 2021 | 7,287 | $282 | — | — |
| Q2 2021 | 325,812 | $12,882 | — | — |