Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 4,901 | $274 | — | — |
| Q3 2024 | 4,810 | $254 | — | — |
| Q1 2024 | 5,252 | $257 | — | — |
| Q3 2023 | 8,683 | $354 | — | — |
| Q2 2023 | 9,524 | $413 | — | — |
| Q4 2022 | 10,628 | $421 | — | — |
| Q3 2022 | 10,790 | $394 | — | — |
| Q2 2022 | 11,175 | $417 | — | — |
| Q4 2021 | 11,907 | $507 | — | — |
| Q3 2021 | 13,382 | $527 | — | — |
| Q2 2021 | 12,790 | $510 | — | — |
| Q1 2021 | 9,542 | $378 | — | — |
| Q4 2020 | 8,113 | $288 | — | — |