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 | 215,307 | $12,232 | — | — |
| Q3 2025 | 205,167 | $11,352 | — | — |
| Q2 2025 | 182,945 | $9,575 | — | — |
| Q1 2025 | 150,135 | $7,667 | — | — |
| Q4 2024 | 97,229 | $4,972 | — | — |
| Q3 2024 | 37,742 | $1,995 | — | — |
| Q2 2024 | 23,268 | $1,134 | — | — |
| Q1 2024 | 19,804 | $992 | — | — |
| Q4 2023 | 5,151 | $240 | — | — |