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 | 28,648 | $1,627 | — | — |
| Q3 2025 | 29,601 | $1,638 | — | — |
| Q2 2025 | 28,453 | $1,489 | — | — |
| Q1 2025 | 27,460 | $1,402 | — | — |
| Q4 2024 | 26,122 | $1,336 | — | — |
| Q3 2024 | 25,992 | $1,374 | — | — |
| Q2 2024 | 26,303 | $1,282 | — | — |
| Q1 2024 | 25,989 | $1,302 | — | — |
| Q4 2023 | 28,954 | $1,350 | — | — |
| Q3 2023 | 28,809 | $1,189 | — | — |
| Q2 2023 | 24,962 | $1,078 | — | — |
| Q1 2023 | 21,652 | $882 | — | — |
| Q4 2022 | 19,694 | $766 | — | — |
| Q3 2022 | 17,572 | $606 | — | — |
| Q2 2022 | 16,874 | $621 | — | — |
| Q1 2022 | 15,096 | $630 | — | — |