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 | 35,595 | $2,022 | — | — |
| Q3 2025 | 34,011 | $1,882 | — | — |
| Q2 2025 | 27,440 | $1,436 | — | — |
| Q1 2025 | 27,671 | $1,413 | — | — |
| Q4 2024 | 26,375 | $1,349 | — | — |
| Q3 2024 | 59,748 | $3,158 | — | — |
| Q2 2024 | 60,927 | $2,971 | — | — |
| Q1 2024 | 46,054 | $2,306 | — | — |
| Q4 2023 | 46,507 | $2,169 | — | — |