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 | 5,850 | $324 | — | — |
| Q2 2025 | 9,392 | $492 | — | — |
| Q1 2025 | 7,432 | $380 | — | — |
| Q4 2024 | 8,223 | $421 | — | — |
| Q3 2024 | 15,291 | $808 | — | — |
| Q2 2024 | 6,908 | $337 | — | — |
| Q1 2024 | 5,467 | $274 | — | — |
| Q4 2023 | 5,195 | $242 | — | — |
| Q2 2023 | 5,607 | $242 | — | — |
| Q1 2023 | 5,728 | $233 | — | — |