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 | 135,085 | $7,674 | — | — |
| Q3 2025 | 21,982 | $1,216 | — | — |
| Q2 2025 | 19,132 | $1,001 | — | — |
| Q1 2025 | 18,265 | $933 | — | — |
| Q4 2024 | 14,892 | $762 | — | — |
| Q3 2024 | 12,468 | $659 | — | — |
| Q2 2024 | 12,016 | $586 | — | — |
| Q1 2024 | 5,764 | $289 | — | — |