Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL
Note: Option positions (PUT/CALL) are excluded.
| Period | Shares | Value ($000) | Average Close | Price Range |
|---|---|---|---|---|
| Q3 2025 | 3,830 | $212 | — | — |
| Q2 2025 | 4,294 | $225 | — | — |
| Q1 2025 | 5,558 | $284 | — | — |
| Q4 2024 | 5,673 | $290 | — | — |
| Q3 2024 | 9,213 | $487 | — | — |
| Q2 2024 | 8,215 | $400 | — | — |
| Q1 2024 | 5,613 | $281 | — | — |
| Q4 2023 | 6,796 | $317 | — | — |
| Q3 2023 | 7,450 | $307 | — | — |
| Q2 2023 | 12,082 | $522 | — | — |
| Q1 2023 | 13,004 | $530 | — | — |
| Q4 2022 | 16,517 | $642 | — | — |