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 | 40,610 | $2,307 | — | — |
| Q3 2025 | 40,389 | $2,235 | — | — |
| Q2 2025 | 42,478 | $2,223 | — | — |
| Q1 2025 | 41,783 | $2,134 | — | — |
| Q4 2024 | 41,638 | $2,129 | — | — |
| Q3 2024 | 39,948 | $2,112 | — | — |
| Q2 2024 | 36,457 | $1,777 | — | — |
| Q1 2024 | 28,487 | $1,427 | — | — |
| Q4 2023 | 24,156 | $1,126 | — | — |
| Q3 2023 | 19,468 | $803 | — | — |