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 | 21,216 | $1,214 | — | — |
| Q3 2025 | 38,562 | $2,127 | — | — |
| Q2 2025 | 30,302 | $1,579 | — | — |
| Q4 2024 | 8,089 | $413 | — | — |
| Q3 2024 | 6,152 | $324 | — | — |
| Q2 2024 | 7,108 | $346 | — | — |
| Q4 2023 | 13,419 | $626 | — | — |
| Q3 2023 | 5,975 | $232 | — | — |
| Q2 2023 | 12,064 | $516 | — | — |
| Q1 2023 | 11,664 | $469 | — | — |
| Q4 2022 | 5,975 | $232 | — | — |
| Q4 2020 | 11,261 | $387 | — | — |