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 | 117,471 | $6,674 | — | — |
| Q3 2025 | 121,641 | $6,736 | — | — |
| Q2 2025 | 123,397 | $6,459 | — | — |
| Q1 2025 | 124,453 | $6,356 | — | — |
| Q4 2024 | 122,353 | $6,257 | — | — |
| Q3 2024 | 63,756 | $3,370 | — | — |
| Q2 2024 | 62,094 | $3,026 | — | — |
| Q1 2024 | 58,450 | $2,928 | — | — |
| Q4 2023 | 6,872 | $320 | — | — |
| Q3 2023 | 7,732 | $319 | — | — |
| Q2 2023 | 7,476 | $323 | — | — |
| Q1 2023 | 4,967 | $202 | — | — |