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 | 29,427 | $1,683 | — | — |
| Q3 2025 | 38,505 | $2,124 | — | — |
| Q2 2025 | 18,083 | $942 | — | — |
| Q1 2025 | 3,133 | $159 | — | — |
| Q4 2024 | 459 | $23 | — | — |
| Q3 2024 | 466 | $25 | — | — |
| Q2 2024 | 467 | $23 | — | — |
| Q1 2024 | 467 | $23 | — | — |
| Q4 2023 | 474 | $22 | — | — |