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 | 47,754 | $2,713 | — | — |
| Q3 2025 | 48,164 | $2,665 | — | — |
| Q2 2025 | 44,416 | $2,325 | — | — |
| Q1 2025 | 35,286 | $1,802 | — | — |
| Q4 2024 | 34,407 | $1,760 | — | — |
| Q3 2024 | 32,822 | $1,735 | — | — |
| Q2 2024 | 31,122 | $1,517 | — | — |
| Q1 2024 | 30,644 | $1,535 | — | — |