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 | 135,721 | $7,895 | — | — |
| Q3 2025 | 132,375 | $7,324 | — | — |
| Q2 2025 | 133,758 | $7,072 | — | — |
| Q1 2025 | 128,922 | $6,361 | — | — |
| Q4 2024 | 126,490 | $6,488 | — | — |
| Q3 2024 | 121,803 | $6,439 | — | — |
| Q2 2024 | 119,355 | $5,807 | — | — |
| Q1 2024 | 111,227 | $5,538 | — | — |
| Q4 2023 | 95,783 | $4,495 | — | — |
| Q3 2023 | 77,696 | $3,158 | — | — |