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 | 33,619 | $1,910 | — | — |
| Q3 2025 | 32,797 | $1,815 | — | — |
| Q2 2025 | 32,575 | $1,705 | — | — |
| Q1 2025 | 32,624 | $1,666 | — | — |
| Q4 2024 | 32,314 | $1,653 | — | — |
| Q3 2024 | 32,194 | $1,702 | — | — |
| Q2 2024 | 30,815 | $1,502 | — | — |
| Q1 2024 | 30,513 | $1,529 | — | — |
| Q4 2023 | 30,058 | $1,402 | — | — |
| Q3 2023 | 31,277 | $1,290 | — | — |
| Q2 2023 | 33,479 | $1,446 | — | — |
| Q1 2023 | 33,020 | $1,345 | — | — |
| Q4 2022 | 33,019 | $1,284 | — | — |