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 | 370,227 | $21,033 | — | — |
| Q3 2025 | 357,542 | $19,783 | — | — |
| Q2 2025 | 333,034 | $17,431 | — | — |
| Q1 2025 | 309,963 | $15,830 | — | — |
| Q4 2024 | 303,822 | $15,537 | — | — |
| Q3 2024 | 299,460 | $15,617 | — | — |
| Q2 2024 | 280,384 | $13,666 | — | — |
| Q1 2024 | 284,808 | $14,269 | — | — |
| Q4 2023 | 292,994 | $13,662 | — | — |
| Q2 2023 | 287,459 | $12,418 | — | — |
| Q1 2023 | 276,237 | $11,248 | — | — |
| Q4 2022 | 269,128 | $11,150 | — | — |