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 | 21,316 | $1,211 | — | — |
| Q3 2025 | 22,115 | $1,224 | — | — |
| Q2 2025 | 14,791 | $774 | — | — |
| Q1 2025 | 14,620 | $747 | — | — |
| Q4 2024 | 14,650 | $749 | — | — |
| Q3 2024 | 14,086 | $745 | — | — |
| Q2 2024 | 10,625 | $518 | — | — |
| Q1 2024 | 13,571 | $680 | — | — |
| Q4 2023 | 8,330 | $388 | — | — |
| Q3 2023 | 7,381 | $305 | — | — |
| Q2 2023 | 7,731 | $334 | — | — |