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 | 13,995 | $795 | — | — |
| Q3 2025 | 16,444 | $910 | — | — |
| Q2 2025 | 15,676 | $820 | — | — |
| Q2 2024 | 17,747 | $865 | — | — |
| Q1 2024 | 16,861 | $845 | — | — |
| Q4 2023 | 13,902 | $648 | — | — |
| Q3 2023 | 13,390 | $553 | — | — |
| Q2 2023 | 11,870 | $513 | — | — |
| Q1 2023 | 11,352 | $462 | — | — |
| Q4 2022 | 10,847 | $422 | — | — |
| Q3 2022 | 8,140 | $280 | — | — |