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 | 490,726 | $27,878 | — | — |
| Q3 2025 | 477,340 | $26,411 | — | — |
| Q2 2025 | 472,831 | $24,748 | — | — |
| Q1 2025 | 457,896 | $23,385 | — | — |
| Q4 2024 | 443,828 | $22,697 | — | — |
| Q3 2024 | 433,848 | $22,933 | — | — |
| Q2 2024 | 418,783 | $20,411 | — | — |
| Q1 2024 | 413,096 | $20,696 | — | — |
| Q4 2023 | 397,535 | $18,537 | — | — |
| Q3 2023 | 394,116 | $16,261 | — | — |
| Q2 2023 | 381,867 | $16,497 | — | — |
| Q1 2023 | 374,628 | $15,255 | — | — |
| Q4 2022 | 373,087 | $14,509 | — | — |
| Q3 2022 | 360,573 | $12,436 | — | — |
| Q2 2022 | 349,360 | $12,863 | — | — |
| Q1 2022 | 343,356 | $14,335 | — | — |
| Q4 2021 | 340,171 | $14,287 | — | — |
| Q3 2021 | 323,352 | $12,611 | — | — |
| Q2 2021 | 325,971 | $12,889 | — | — |
| Q1 2021 | 304,263 | $11,790 | — | — |
| Q4 2020 | 285,137 | $10,094 | — | — |