Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q2 2024 | 259,263 | $12,636 | — | — |
| Q1 2024 | 258,943 | $12,973 | — | — |
| Q4 2023 | 265,214 | $12,367 | — | — |
| Q3 2023 | 220,740 | $9,108 | — | — |
| Q3 2020 | 229,741 | $6,938 | — | — |
| Q2 2020 | 452,246 | $13,106 | — | — |
| Q1 2020 | 528,594 | $13,659 | — | — |
| Q4 2019 | 200,858 | $7,012 | — | — |