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 | 42,577 | $2,392 | — | — |
| Q3 2025 | 37,717 | $2,087 | — | — |
| Q2 2025 | 94,485 | $4,998 | — | — |
| Q1 2025 | 117,929 | $5,855 | — | — |
| Q4 2024 | 69,742 | $3,567 | — | — |
| Q3 2024 | 52,834 | $2,793 | — | — |
| Q2 2024 | 47,639 | $2,322 | — | — |