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 | 33,992 | $1,931 | — | — |
| Q3 2025 | 41,737 | $2,309 | — | — |
| Q2 2025 | 33,423 | $1,749 | — | — |
| Q1 2025 | 31,568 | $1,612 | — | — |
| Q4 2024 | 30,008 | $1,535 | — | — |
| Q3 2024 | 33,323 | $1,761 | — | — |
| Q2 2024 | 32,222 | $1,570 | — | — |
| Q1 2024 | 22,294 | $1,117 | — | — |
| Q4 2023 | 20,939 | $976 | — | — |
| Q3 2023 | 20,922 | $863 | — | — |
| Q2 2023 | 19,555 | $845 | — | — |
| Q1 2023 | 19,483 | $793 | — | — |
| Q4 2022 | 19,311 | $751 | — | — |