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 | 12,628 | $717 | — | — |
| Q3 2025 | 12,445 | $689 | — | — |
| Q2 2025 | 11,614 | $608 | — | — |
| Q1 2025 | 11,161 | $570 | — | — |
| Q4 2024 | 9,560 | $489 | — | — |
| Q3 2024 | 7,731 | $409 | — | — |
| Q2 2024 | 5,557 | $271 | — | — |
| Q1 2024 | 15,637 | $783 | — | — |
| Q4 2023 | 14,544 | $678 | — | — |
| Q3 2023 | 14,619 | $603 | — | — |